Looking for the LVZ Financial Planning page? Click here.
We’re glad you’re here.
For us to better serve your needs, tell us whether you’re a:
Great! One more question.
Did someone refer you? If so, let us know who we can thank.
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 FPQP® designation to further serve our clients.
This website contains general information that is meant for licensed financial professionals. This site is limited to the dissemination of general information pertaining to LVZ Preferred Colleague program. For information pertaining to the registration of LVZ, Inc., please contact our office at (800) 851-7214 or refer to the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
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.
The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
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.
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.
Investment advisory services offered through LVZ Inc. LVZ Financial Planning and LVZ Investment Management are DBAs of LVZ, Inc. For more information, see our disclosures page.
The portfolio strategies discussed here are designed to rotate in and out of various asset classes and sectors of the market. It is possible that trading activity could result in a taxable event to the investor and result in an indirect cost to the investor. The information provided does not constitute investment advice and is not an offering or solicitation to buy or sell any security or product. Past performance is not indicative of future results.
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.