Broker Check

Team

Dan Lis  CFP®, CPA

Investment Advisor Representative

734-266-8120 ext.101

734-266-8129

dan.lis@ceteraadvisors.com

Dan is an investment advisor representative and owner of LMR Advisors. He has been in the financial industry as both a certified public accountant and certified financial planner for over 25 years.

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Jessica Leverenz CFP®, MBA

Investment Advisor Representative

734-266-8120 ext.113

734-266-8120

jessica.leverenz@ceteraadvisors.com

Jessica joined LMR Advisors in 2013 after graduating with an M.B.A. from Grand Valley State University. In 2017 she became a CERTIFIED FINANCIAL PLANNER™. Her background and passion for finance has led her to focus on assisting...

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Nicole Moody

Administrative Assistant

734-266-8120

nicole.moody@ceteraadvisors.com

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...
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