Investment Advisor Representative
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.
Jessica Leverenz CFP®, MBA
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...