April Quarterly Newsletter - 2022

Highlights of this Newsletter:

  • LVM welcomes Nicholas Macksood as an Associate Advisor

  • Jordan Rummel awarded the Chartered Retirement Planning Counselor designation

  • Client loyalty boosts LVM assets to over $1 billion

  • Save a Tree! Try LVM Vault

  • Celebrating LVM anniversaries: Kim McBain Maycroft (20 yrs) and Tyler Alvord (10 yrs)

  • Welcome Andrew Leon, financial planning intern for 2022-23

Check out our latest podcast on the LVM website, or by going to:

Buzzsprout - Five Minute Finance with LVM

Apple Podcast - Five-Minute Finance with LVM

Spotify - Five-Minute Finance with LVM

Google - Five-Minute Finance with LVM

LVM welcomes Nicholas Macksood as an Associate Advisor

Nicholas Macksood has been a financial planning intern with LVM since last April. Nick's attention to detail is such an appreciated asset to the firm, LVM offered him a full time position as an Associate Advisor.

As Nick trains Andrew Leon, our new intern, to take over the internship responsibilities, Nick is transitioning to his new position. Nick's new role is a great addition to our team in many ways. Nick is assisting our Client Relationship Officers, working with clients to open new accounts, maintaining account details and processing money movements. Nick will also expand his role in investment research and financial planning support.

Nick is finishing his Masters of Business Administration at Grand Valley State University Seidman College. Before working at LVM, Nick taught in the Netherlands, worked for a summer Martha's Vineyard publication, and is a Cicerone Certified Beer Server.

Nick might even greet you as you call into the office!

Jordan Rummel was awarded the CRPC® designation

Jordan has earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning. He previously earned the Certified Financial Planner (CFP® ) designation.

The CRPC® helps financial advisors by guiding them through specialized tax and estate objectives and strategies for a retiree and presents the financial and emotional aspects of financial planning that are unique to the retirement process.

Client Loyalty boosts LVM assets to over $1 billion

Thank you for your trust in the LVM Team!

Our clients' loyalty and their referrals are responsible for LVM reaching this milestone.

52nd Earth Day - April 22 - Save a Tree! Try LVM Vault

Our LVM Client Vault is an environmentally-friendly platform which is easily accessible through any web browser.

The vault provides a secure way to upload or download documents from anywhere. If you currently receive paper reports and wish to try eDocument delivery, please contact LVM. We will send a link with instructions for setting up your personal LVM Client Vault. You will receive an email notification when new reports are placed in your vault for review.

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