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Amy Van Brocklin
Account Administration Specialist
Amy earned her Associate’s Degree from Baker College and has over 18 years of experience in the financial industry. Amy is involved in every aspect of preparing, processing, and tracking paperwork for clients.
Jim Lorence and Ryan Vander Zwart are CERTIFIED FINANCIAL PLANNER™ professionals. Certified Financial Planner Board of Standards Inc. owns the certification marks for CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Eric Sale is a Chartered Financial Consultant®. The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
LVZ Advisors, Inc. is doing business as Lorence & Vander Zwart.
Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. Investment advisory services offered through LVZ Advisors, Inc.
Securities are offered in Arizona, Colorado, Florida, Illinois, Indiana, Louisiana, Michigan, Missouri, New York, Ohio, Tennessee, Texas, Vermont, Virginia, and Wisconsin.
Insurance is offered in Arizona, Florida, Illinois, Indiana, Michigan, New Mexico, Tennessee, and Virginia.
Lorence & Vander Zwart Financial Planning and LVZ Advisors, 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 Lorence & Vander Zwart Financial Planning website, please contact us at 1-800-851-7214 or firstname.lastname@example.org.