Client Relationship Summary

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, CFP®

PARTNER AND FINANCIAL PLANNER

Nate Baumann, CFP®, CEPA®

PARTNER AND FINANCIAL PLANNER

Eric Sale, ChFC®, CLU®

FINANCIAL PLANNER

Josh Franken, CPA, CEPA®

FINANCIAL PLANNER & CPA

Teri VanDusen, FPQP®

DIRECTOR OF CLIENT RELATIONS

Josh Bergsma

ASSOCIATE FINANCIAL PLANNER

Darlene Kuipers

CHIEF STRATEGY OFFICER

Jacob Majoor

TRADING SPECIALIST

Julie DeVisser, IACCP®, CSCP

COMPLIANCE MANAGER

Joey Ott

ASSOCIATE PORTFOLIO MANAGER

Tyler Schnute

DATABASE & ADMINISTRATION MANAGER

Phoebe Preuninger, IACCP®

CHIEF OPERATIONS & CONTROLS OFFICER

Amy Van Brocklin

ACCOUNT ADMINISTRATION SPECIALIST

Caleb Bylsma, CPA

CLIENT TAX & STRATEGY MANAGER

Robyne Magee

CLIENT RELATIONS COORDINATOR

Abrielle Ymker

BRAND STRATEGY COORDINATOR

Liam Herweyer

FINANCIAL PLANNING INTERN