Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lake Michigan Credit Union and MaxWealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MaxWealth Management, and may also be employees of Lake Michigan Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Michigan Credit Union or MaxWealth Management. Securities and insurance offered through LPL or its affiliates are:Not Insured by the NCUA or Any Other Government Agency / Not Lake Michigan Credit Union Guaranteed / Not Lake Michigan Credit Union Deposits or Obligation / May Lose Value.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The Fifth Third Preferred Program is designed to meet your comprehensive banking, investment and insurance needs. As a dedicated Preferred Relationship Manager, I provide customized guidance to help you achieve your financial goals. As a Preferred Program member, you can receive exclusive savings and rewards reserved especially for Preferred Program members to help you get the most out of life. To learn more visit 53.com/Preferred or call 269-685-8257.

I specialized in forming budgets and strategies for families to live within their means and reduce debt, while saving for short term needs and long term goals. In addition, I was responsible for training other representatives to perform the same services.