Client Relationship Summary

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About us
OUR TEAM
Contact

Eric Sale

FINANCIAL PLANNER

Eric brings experience as a small business owner and aviation professional to our firm, which he leverages in planning with our clients. He appreciates and understands the importance of providing excellent customer service to our clients. Eric has earned the ChFC®, Chartered Financial Consultant® designation, CLU®, Chartered Life Underwriter® designation, as well as the series 7, 66, life and health insurance licenses.
Eric Sale is a Chartered Financial Consultant® professional. The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission. Eric Sale is a Chartered Life Underwriter® professional. The CLU® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Get In Touch

  • (616) 394-4994
  • eric@lvzinc.com

WHO WE ARE

RYAN VANDER ZWART

Ryan Vander Zwart

PARTNER AND FINANCIAL PLANNER
NATE BAUMANN

Nate Baumann

PARTNER AND FINANCIAL PLANNER
Pete Ruther

Pete Ruther

FINANCIAL PLANNER
Teri Vandusen

Teri VanDusen

DIRECTOR OF CLIENT RELATIONS
Josh Bergsma

Josh Bergsma

OPERATIONS & PLANNING ASSISTANT
Mariana Franco

Mariana Franco

CLIENT RELATIONS CONCIERGE
  • 616-394-4994
  • 800-851-7214
  • hello@lvzinc.com

LVZ
Locations

HOLLAND
240 S. River Avenue
Holland, MI 49423

OKEMOS
By appointment only
2133 University Drive Suite 250
Okemos, MI 48864

ANN ARBOR
By appointment only
Atria Business Park
2008 Hogback Road Suite 3A
Ann Arbor, MI 48105

Investment
Management

FINANCIAL
PLANNING

ABOUT
LVZ

Legal DISCLOSURE

Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. Investment advisory services offered through LVZ, Inc. LVZ Financial Planning and LVZ Investment Management are DBAs of LVZ, Inc. LVZ, Inc. is a federally registered investment adviser. Please download our Client Relationship Summary or request our ADV for information about our firm.

Securities are offered in Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Michigan, Missouri, New York, Ohio, South Carolina, Tennessee, Texas, Vermont, Virginia, and Wisconsin.

Insurance is offered in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Michigan, Missouri, New York, Ohio, South Carolina, Tennessee, Texas, Virginia, and Wisconsin.

LVZ, Inc. is committed to providing an accessible experience for all visitors to our website, including those with disabilities. If you experience difficulty in accessing the LVZ website, please contact us at 1-800-851-7214 or info@lvzinc.com.

For more information, see our disclosures page and our privacy policy.

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