LPL Financial Advisors
James Blakeslee
Senior Vice President, JD, CLU®
MaxFacts Education: Conneticut College BA English and Government, University of Conneticut School of Law Juris Doctor Degree Specialties: Estate, tax risk & tax management and charitable planning Licenses: Series 6, 7, 24, 26, 63, 66...
Kristy Kemnic-Nicol, CRPC®
VP Investments, Program Manager, LPL Wealth Advisor
(855) 919-2207
"My biggest professional rewards come from knowing that I can make a real difference in the outcome of a well thought-out retirement plan for my clients." MaxFacts Chartered Retirement Planning Counselor® Specialties: Financial...
Daniel Cook
LPL Financial Advisor
"An investment in knowledge pays the best interest." MaxFacts Specialties: Holistic Planning and Portfolio Review Licenses: Series 7, 63, 66 held with LPL Financial About Daniel Helping clients ensure they have the right knowledge and...
Amy Datema, CRPC®, CFP®
Wealth Advisor, Program Manager
"My mission is to provide you with a sense of financial confidence through a mutual relationship built on trust, communication, consistent advice, and guidance." MaxFacts Specialties: Chartered Retirement Planning Counselor®,...
Chassity Hood, CFP®
LPL Financial Advisor
"A financial plan is the GPS to working toward financial goals. Whether the goal is retirement, funding education, budgeting or succession planning, a financial plan will create the directions to get there. If on the way we hit...
Bryce Kelley
LPL Financial Advisor
"When it comes to crafting financial plans for my clients, I take a collaborative approach where I listen first and work with you every step of the way to deliver a plan that is crafted for your financial goals" MaxFacts Specialties:...
Christine Richmond
Wealth Management Assistant Manager II
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
“I value trust and understanding and seek this as a foundation with all my clients.” MaxFacts Specialties: Financial planning, retirement planning Licenses: Series 7 and 66 held through LPL Financial and Michigan Life,...
Brandon Beukema
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...
Jacob Meyer
LPL Financial Advisor
My passion is helping clients understand how they can pursue their financial goals through personalized financial planning and investing. I believe the best way to do that is to create a plan that keeps the client’s needs front...
Stacey Crosby, CRPC®
LPL Financial Advisor
My passion is to work with and educate others to help them strive for financial independence and become debt free.
Client Services Team
Donna Van Nett
Investment Assistant
I’ve worked in the financial industry since 1975 and learned my way through multiple support and leadership positions throughout banking and nonprofit organizations. In 2017, I moved to Southwest Florida slowly finding my...
