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...
734-266-8120 ext. 117
Pamela is a CPA with an advanced degree in Taxation. She pursued her accounting and tax career for several years in both public and private industry. Pamela’s interest in providing investment services peaked as she narrowed her...
734-266-8120 ext. 114
Kayla joined LMR Advisors in 2019. she has been working in customer service for 10 years and in the financial world for 3 years. Her favorite part of being in the financial world has been learning more about how to help people...