Our Team
LPL Financial Advisors
Bryce Kelley, MSF, CFP®
LPL Financial Advisor
I graduated from Michigan State University with a Master’s degree in Finance, while also representing the green and white as a member of the varsity baseball team...
Christine Richmond
Premier Services Project and Support Officer
Christine is very willing to help our members with great care. She assists our LPL Financial Advisors to be more efficient while providing our members great customer service. She has obtained her series 6 and 7 securities...
Tevin Shackelford, CFP®
LPL Financial Advisor
As an LPL financial advisor I believe in providing first-rate service and ongoing communication is given to all my clients. When a client leaves a meeting with me...
Brandon Beukema
MWM Service Manager | LPL Financial Advisor
I’ve been in the financial industry since 2010. I’ve held a variety of roles at LMCU, providing excellent customer service at every opportunity. I pride myself on going above and beyond to give you one-on-one...
Charlie Brown
Jr. Advisor
After graduating from Saginaw Valley State University with a bachelor’s degree in finance, I entered the finance industry by obtaining proper licensing for life and health insurance...
Heather Alber, AAMS®
LPL Financial Advisor
“There are dreamers and there are planners; the planners make their dreams come true.” MaxFacts Specialties Portfolio Management, Financial Planning, Legacy and Estate Management Licenses & Designations Series 7, 66 through LPL...
Joseph Pallet, CFP® CLTC® MSM
LPL Financial Advisor
I became a financial advisor to help individuals, families, and business owners strive to meet their retirement, investing, and insurance protection solutions...
Marney Skinner, AAMS®
LPL Financial Advisor
Originally from St. Louis, MO, I have lived and worked in Naples, FL since 1996 and am a second-generation financial advisor following in my father’s footsteps...
Stacey Crosby, CRPC® APMA®
LPL Financial Advisor
My passion is to work with and educate others to help them strive for financial independence and become debt free.
Tracy Adams
LPL Financial Advisor
Client Services Team
Brendan Schueller
Investment Assistant
Mia Mulder
Investment Assistant