“I value trust and understanding and seek this as a foundation with all my clients.”
MaxFacts
Specialties
- Financial Planning
- Retirement Planning
Licenses & Designations
- Series 7 and 66 with LPL Financial
- Michigan Life, Health and Variable products
- Certified Financial Planner (CFP®)
About Tevin
As an LPL financial advisor, I believe in providing first-rate service and maintaining ongoing communication to all my clients. When a client leaves a meeting with me, they’ll always know the next step on the journey in striving to pursue their goals. I value trust and understanding and seek this as a foundation with all my clients.
My joy comes from serving a variety of clients, all at different points in their lives, striving to accomplish financial stability. I love the quote by P.T Barnum: “Money is a terrible master, but excellent servant.” It reflects my belief that by investing and planning wisely, everyone can have the opportunity for a successful retirement future. I provide comprehensive portfolio blueprints by utilizing research, reviewing market trends, and incorporating other industry professionals. This serves as a foundation for all of my financial plans.
I have lived my entire life in west Michigan. In my spare time I enjoy mentoring school-aged children and playing pickup basketball. I love working for Max Wealth Management located at Lake Michigan Credit Union as this allows me to work with all types of credit union members to help work towards their goals in life.