Broker Check

Our Team

LPL Financial Advisors

Bryce Kelley, MSF, CFP®

LPL Financial Advisor

(616) 265-3199

bryce.kelley@lpl.com

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...

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Christine Richmond

Premier Services Project and Support Officer

(616) 234-6358

christine.richmond@lpl.com

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...

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Tevin Shackelford, CFP®

LPL Financial Advisor

(616) 234-6866

tevin.shackelford@lpl.com

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...

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Brandon Beukema

MWM Service Manager | LPL Financial Advisor

(616) 234-6968

brandon.beukema@lpl.com

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...

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Charlie Brown

Jr. Advisor

(616) 265-3182

charles.j.brown@lpl.com

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... 

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Heather Alber, AAMS®

LPL Financial Advisor

(616) 234-6602

heather.alber@lpl.com

“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...

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Joseph Pallet, CFP® CLTC® MSM

LPL Financial Advisor

(813) 496-2606

jp@lpl.com

I became a financial advisor to help individuals, families, and business owners strive to meet their retirement, investing, and insurance protection solutions...

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Marney Skinner, AAMS®

LPL Financial Advisor

(239) 908-5845

Marney.a.skinner@lpl.com

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...

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Nick Shaw

LPL Financial Advisor

(616) 464-7472

nicholas.shaw@lpl.com

I graduated from Grand Valley State University with a Bachelor’s degree in Finance in 2021, while also representing the baseball team. I recently completed my baseball career after helping the Birmingham-Bloomfield Beavers win...

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Scott Leo

LPL Financial Advisor

(239) 908-5860

Scott.Leo@LPL.com

"Planning is all about bringing the future into the present — so you can do something about it now.”MaxFactsSpecialties Financial PlanningRetirement PlanningPortfolio ManagementInvestment ServicesLicenses & DesignationsSeries 7 & 66...
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Stacey Crosby, CRPC® APMA®

LPL Financial Advisor

(269) 459-0802

stacey.crosby@lpl.com

My passion is to work with and educate others to help them strive for financial independence and become debt free. 

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Tracy Adams

LPL Financial Advisor

(231) 493-0277

tracy.n.adams@lpl.com

"Financial freedom is available to those who learn about it and work for it."MaxFactsSpecialties Portfolio managementFinancial planningLong-term careLicenses & DesignationsSeries 7, 63, 65, and 66 through LPL FinancialMichigan Life,...
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Client Services Team

Brendan Schueller

Investment Assistant

(616) 234-6455

b.schueller@lpl.com

I knew that I wanted to become a part of the securities industry while in high school taking wealth management classes. This led me to attend Michigan State University working towards a degree in finance. As an Investment Assistant, I...
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Mia Mulder

Investment Assistant

269-459-0812

mia.mulder@lpl.com

I am currently attending Western Michigan University pursuing a degree in finance and am excited to be a part of the MaxWealth Management team as an Investment Assistant! I look forward to assisting our advisors and clients while...
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