Team Profiles

Craig A. Vander Molen, CFA, CPWA®

PRINCIPAL
LVM Co-founder in 1988
Chief Investment Strategist

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David P. Cleveland, CFA

PRINCIPAL
Joined LVM in 1990

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Lisa M. Sokolowski

TRADING MANAGER
Joined LVM at inception in 1988

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Jayne D. Vander Molen

CLIENT RELATIONSHIP MANAGER
Joined LVM in 2005

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Linda M. Crawford

OFFICE MANAGER
Joined LVM in 2000

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Amy M. Daggett

CLIENT RELATIONSHIP OFFICER
Joined LVM in 2014

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L. Leonard Harrison, CFA

PRINCIPAL
Joined LVM in 1990
Investment Committee of WMU Foundation Fund

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Charles A. Prudhomme, CFP®

PRINCIPAL
Joined LVM in 2001

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Tyler W. Alvord, CFA

WEALTH MANAGEMENT ASSOCIATE ADVISOR
Joined LVM in 2012

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Jordan J. Rummel, CFP®

WEALTH MANAGEMENT ASSOCIATE ADVISOR
Joined LVM in 2013

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Kimberley McBain Maycroft

LEAD PORTFOLIO ASSISTANT
& PERFORMANCE REPORTING SPECIALIST
Joined LVM in 2002

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Benjamin R. Wieber

PORTFOLIO ACCOUNTANT

Joined LVM in 2016

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Shelly M. Hirdning

CLIENT RELATIONSHIP OFFICER
Joined LVM in 2018

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7840 Moorsbridge Road, Portage, Michigan 49024

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