Meet the people who make it possible

At LVZ, we provide a personal touch to every interaction. During business hours, your calls will be answered directly by our dedicated team members. Our people are the driving force behind our exceptional solutions and client experience, dedicated to serving you.

RYAN VANDER ZWART

Ryan Vander Zwart, CFP®

PARTNER AND FINANCIAL PLANNER
NATE BAUMANN

Nate Baumann, CFP®, CEPA®

PARTNER AND FINANCIAL PLANNER
Eric Sale

Eric Sale, ChFC®, CLU®

FINANCIAL PLANNER

Josh Franken, CPA, CEPA®

FINANCIAL PLANNER & CPA
Teri Vandusen

Teri VanDusen, FPQP®

DIRECTOR OF CLIENT RELATIONS
Josh Bergsma

Josh Bergsma

OPERATIONS & PLANNING ASSISTANT
DARLENE KUIPERS

Darlene Kuipers

CHIEF STRATEGY OFFICER
Mike Kragt

Mike Kragt

PORTFOLIO TRADING AND ENROLLED AGENT

Jacob Majoor

TRADING SPECIALIST
Julie Devisser

Julie DeVisser, IACCP®, CSCP

COMPLIANCE MANAGER

Joey Ott

ASSOCIATE PORTFOLIO MANAGER

Tyler Schnute

DATABASE & ADMINISTRATION MANAGER
PHOEBE PREUNINGER

Phoebe Preuninger, IACCP®

CHIEF OPERATIONS & CONTROLS OFFICER
AMY VAN BROCKLIN

Amy Van Brocklin

ACCOUNT ADMINISTRATION SPECIALIST

Caleb Bylsma, CPA

CLIENT TAX & STRATEGY MANAGER

Robyne Magee

CLIENT RELATIONS COORDINATOR

Caitlin Parks

ANALYTICS & DATA MANAGEMENT ASSISTANT

Liam Herweyer

Financial Planning Intern

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