Client Relationship Summary

Client Logins
About us
OUR TEAM
Contact

Teri VanDusen

DIRECTOR OF CLIENT RELATIONS

Teri takes pride in helping clients achieve peace of mind by providing clarity navigating complex situations. She enjoys truly knowing people – who they are and what is important in their everchanging lives. Whether on-site at LVZ, around the campfire with family, or at a lake with her son, Teri strives to live a joyful life with authentic relationships. Teri, a graduate of Grand Valley State University, also holds the designation of Financial Paraplanner Qualified Professional™ (FPQP®).
Teri VanDusen is a Financial Paraplanner Qualified Professional™. Financial Paraplanner Qualified Professional™ and FPQP® are trademarks or registered service marks of the College for Financial Planning®—a Kaplan Company, and are awarded to individuals who successfully complete the College’s initial and ongoing designation requirements.

Get In Touch

  • (616) 394-4994
  • teri@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
Pete Ruther

Pete Ruther

FINANCIAL PLANNER
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