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

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
Teri Vandusen

Teri VanDusen

DIRECTOR OF CLIENT RELATIONS
Josh Bergsma

Josh Bergsma

OPERATIONS & PLANNING ASSISTANT
Mariana Franco

Mariana Franco

CLIENT RELATIONS CONCIERGE
Mike Kragt

Mike Kragt

PORTFOLIO TRADING AND ENROLLED AGENT

Joey Ott

Trading Specialist
DARLENE KUIPERS

Darlene Kuipers

DIRECTOR OF MARKETING & STRATEGY
Julie Devisser

Julie DeVisser

COMPLIANCE MANAGER

Tyler Schnute

Accounting Manager
PHOEBE PREUNINGER

Phoebe Preuninger

DIRECTOR OF FINANCE & INTERNAL CONTROLS
PAYTON CORCORAN

Payton Corcoran

ACCOUNTING ASSISTANT
AMY VAN BROCKLIN

Amy Van Brocklin

ACCOUNT ADMINISTRATION SPECIALIST

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