Loyalty
A Partner On
Your Life Journey
LMR Advisors, LLC is an independent financial services and wealth management firm that has supported individuals and businesses throughout metro Detroit for more than 50 years. We pride ourselves on prioritizing clients’ needs, building long-term relationships, and serving our community.
We provide a full range of financial services for individuals and businesses, while still providing the personal relationship that you are looking for. Our team is knowledgeable and committed to your success. Partnering with LMR & Associates, PLLC for tax services we are highly qualified for the overall coordination of both your business and personal finances.
You and your family are more than a file to the team at LMR Advisors. We believe that by building a relationship with our clients, we are better able to use our decades of experience to provide strategies designed specifically for you. LMR Advisors is committed to providing ongoing support and helping you to navigate the ever-changing economic landscape.
Jessica Leverenz M.S., MBA, CFP®
Investment Advisor Representative
I have been a member of LMR Advisors for decades. Before I could do math, I would join my father Dan Lis in his office as he helped individuals and businesses with all of their financial service needs. I was able to see first-hand how prioritizing client needs and the needs of our community can be a vital and often overlooked service in the financial industry.
After earning my M.B.A. from Grand Valley State University in 2013, I joined LMR Advisors officially. As a fiduciary, prioritizing my clients' interests to help them better secure a future for themselves and their families is paramount to me. That's why in 2017, I became a CERTIFIED FINANCIAL PLANNER™ so that I could provide additional resources to assist my clients.
When my dad decided to retire in 2021, I assumed ownership of LMR Advisors. I wanted to ensure that LMR Advisors could continue providing the level of service that our clients and the community have come to expect. In 2026, I graduated from Michigan State University with a M.S. in Accounting and Data Analytics to better serve our clients.
As a part of a family business and having a family myself, I understand how important financial security is to pursuing the future we want for ourselves and for those we love. That is why I am so passionate about assisting individuals and business owners at all stages of their careers. By helping my clients create personalized retirement plans, make wiser investment decisions, and optimize tax savings, I can make a difference in the lives of others.
Beyond my work with LMR Advisors, I am also committed to supporting my community through a variety of civic and business organizations. I am serving, or have served, on the Board of Directors of the Redford Chamber of Commerce, the Redford Jaycees, and the Novi PTO.
Nicole Moody
Administrative Assistant
Nicole Moody joined LMR Advisors in 2023. She efficiently manages the day-to-day operations of LMR Advisors, including scheduling appointments, coordinating meetings, and handling phone calls and emails. She uses her project management skills to effectively manage client information and files. Nicole has years of customer service experience and treats each and every client with care. She also has a passion for community service and is a former member of the Redford Jaycees.