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Josh Franken

FINANCIAL PLANNER & CPA

Josh joins the LVZ team with a strong foundation in financial strategy, bringing experience as a Certified Public Accountant, investment analyst, and financial planner. His approach is both comprehensive and client-focused, helping individuals and families build plans that are as thoughtful as they are forward-looking. Outside the office, Josh is all about adventure and connection. He and his wife, Bethany, stay busy (and laughing) with their three energetic boys whether they’re on the road, enjoying a campsite, or cheering from the sidelines at their sons’ games. Rooted in service, Josh is actively involved at Pillar Church and serves as Vice Chair of the Board for Jubilee Ministries. He’s also a proud advocate for local history, having served as Chair of the Holland Historic District Commission. With a passion for people, portfolios, and community, Josh brings heart and insight to every financial plan.

Get In Touch

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

WHO WE ARE

RYAN VANDER ZWART

Ryan Vander Zwart

PARTNER AND FINANCIAL PLANNER
NATE BAUMANN

Nate Baumann

PARTNER AND FINANCIAL PLANNER
Eric Sale

Eric Sale

FINANCIAL PLANNER
Teri Vandusen

Teri VanDusen

DIRECTOR OF CLIENT RELATIONS

Gabriela Mayorga

CLIENT RELATIONS COORDINATOR
Josh Bergsma

Josh Bergsma

OPERATIONS & PLANNING ASSISTANT
  • 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 Park Dr. 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, Oklahoma, South Carolina, Tennessee, Texas, Vermont, Virginia, and Wisconsin.

Insurance is offered in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Michigan, Missouri, Ohio, Oklahoma, 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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