“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, Certified Financial Planner (CFP®) certification
About Tevin
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, they’ll always know 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 to strive to accomplish financial stability. I love the quote by P.T Barnum: “Money is a terrible master but excellent servant” , as it reflects my belief that by investing wisely, in addition to having a financial saving plan, strives to give everyone the opportunity for a potentially 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.
Branches Covered:
28th Street, Medical Mile, Alpine, Northland, Rockford, Lowell and Ada