A lot can be understood about a person based on the company they keep. The same can be said for Clear Ridge. We choose to surround ourselves with diligent, intellectually curious people in order to continue performing at the highest level.
Michelle has been providing wealth management to families and investment management to institutions for more than 23 years. She is a life-long student of the wealth management industry, earning her CFA charterholder and CPWA practitioner designations. Her prior work experience includes commercial lending for a large regional bank and she currently serves on the board of directors and chairs the . . . Learn More
"Nothing makes me happier than working with a family to turn their lifetime of various investment accounts into a coordinated and streamlined investment strategy that is on a clear path to providing them with the future they have carefully envisioned. Our clients have a well organized, written plan to reach their goals."
Michelle has been providing wealth management to families and investment management to institutions for more than 23 years. She is a life-long student of the wealth management industry, earning her CFA charterholder and CPWA practitioner designations. Her prior work experience includes commercial lending for a large regional bank and she currently serves on the board of directors and chairs the compensation committee for Mercantile Bank Corporation. She actively incorporates her experience and knowledge of business management with family wealth management to help business owners plan for a successful business exit and transition to retirement.
Giving back to our community is important to Michelle. She currently serves as Director and and Chairperson-Elect of the Kalamazoo Valley Community College Foundation, on the advisor council of Buckingham Strategic Partners, on the leadership council of the Small Business Association of Michigan (SBAM) and as a member of the finance committee of her church. She is a graduate of Western Michigan University and currently resides in Kalamazoo with her husband and two sons.
Michael is an entrepreneur who prides himself on building long term relationships and keeping up on the newest development in the field of financial planning, investment theory and portfolio construction. He is driven by his commitment to always act in his clients’ best interests — no strings attached — and to have a direct, positive influence in . . . Learn More
“The holistic approach to wealth management we take at Clear Ridge is what really surprises a lot of our clients. We’re always asking ourselves: what would make the experience even better if we were on the other side of the conversation?”
Michael is an entrepreneur who prides himself on building long term relationships and keeping up on the newest development in the field of financial planning, investment theory and portfolio construction. He is driven by his commitment to always act in his clients’ best interests — no strings attached — and to have a direct, positive influence in his clients’ lives. The combination of his values and interests led him to co-found Clear Ridge Wealth Management.
Michael’s favorite part of being a Wealth Advisor at Clear Ridge Wealth Management is spending time with clients, helping them simplify their lives, and connect the dots as to what their wealth means to their important decisions. Michael incorporates every aspect of his clients’ financial lives into their plans for the future, including investments, saving for education and retirement, estate planning tax strategies and philanthropic giving.
Michael has a bachelor’s degree in Economics from Michigan State University and has earned the Certified Financial Planner designation. He volunteers as the Treasurer for the Gull Lake Community Schools Foundation and Gull Lake Dam Association. He loves to sail and spend time with his family and lives in Richland, Michigan with his wife and two sons.
Lori serves as our Business Manager where she brings her love for client service and business excellence. She values working in a positive environment of trust, compassion and continuous improvement. Lori’s favorite part of wealth management is the financial planning services that we provide to our clients. She loves to see client’s find . . . Learn More
Lori serves as our Business Manager where she brings her love for client service and business excellence. She values working in a positive environment of trust, compassion and continuous improvement. Lori’s favorite part of wealth management is the financial planning services that we provide to our clients. She loves to see client’s find the clarity in planning for their life goals and discovering the discipline that works for them.
Lori has a bachelor’s degree in Accounting and an MBA from Michigan State University. She worked as a Certified Public Accountant for PriceWaterhouse Coopers in Chicago, Illinois and for Pfizer Corp. in Kalamazoo, MI before taking time off to raise her family. Lori has been an active community volunteer holding various volunteer leadership positions at Portage Public Schools, the Greater Kalamazoo Skating Association, West Portage Little League, and at her church. Lori currently lives in Texas Township, MI with her husband and 3 children.
“Coming together is a beginning,
staying together is progress,
and working together is success.”-Henry Ford
Office Address
259 East Michigan Avenue
Suite 105
Kalamazoo, MI 49007
Telephone
269.381.1700
Clear Ridge Wealth Management is registered with the U.S. Securities and Exchange Commission. Handy compliance documents can be downloaded to the right. Not seeing what you're looking for? Contact us for help.
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