Client Relationship Summary

Client Logins
About us
OUR TEAM
Contact

Ryan Vander Zwart

PARTNER AND FINANCIAL PLANNER

After graduating from Hope College in 1997 (Go Hope!), Ryan went straight into the financial planning field. His first job out of college was with LVZ and he liked it so much, he’s been with us for over 25 years. With a combination of his years of financial experience and a CERTIFIED FINANCIAL PLANNER™ certification, Ryan is available to provide you with solutions and guidance on anything you or your business may need. When Ryan’s not working, he’s spending time with his wife, Amy, and their four children at their home in Byron Center or fishing for Northern Pike and Walleye.
Ryan Vander Zwart is a CERTIFIED FINANCIAL PLANNER™ professionals. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Get In Touch

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

WHO WE ARE

NATE BAUMANN

Nate Baumann

PARTNER AND FINANCIAL PLANNER
Eric Sale

Eric Sale

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.

we collect cookies

See what data we collect