For us to better serve your needs, tell us whether you’re a:
Director of Client Relations
Teri graduated in 2004 from Grand Valley State University and brings over 10 years of professional experience to the team. She feels blessed to have had a few years at home with her now 7 yr. old son, but as he entered school in 2017, she was eager for the opportunity to work with the LVZ team and to build relationships with our family of clients. In 2021, Teri obtained the Financial Paraplanner Qualified Professional™ (FPQP®) designation to further serve our clients.
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.
Eric Sale is a Chartered Financial Consultant® professional. The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
Mark Vandermeer is a CIMA® professional. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of the CIMA and/or Certified Investment Management Analyst signifies the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.
Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. Investment advisory services offered through LVZ, Inc.
Securities are offered in Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Michigan, Missouri, New York, Ohio, Tennessee, Texas, Vermont, Virginia, and Wisconsin.
Insurance is offered in Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Michigan, Missouri, New York, Ohio, Tennessee, Texas, and Virginia.
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 email@example.com.
LVZ, Inc. is doing business as LVZ Financial Planning.