Lake Effect Financial Consultants

At Lake Effect Financial Consultants, our mission is to help you make wise financial decisions.

our team

Proudly Serving Central and Southwest Michigan

Are you looking for help in your financial journey?

We are passionate about creating lasting and meaningful relationships, helping people, and serving clients. Our clients will have a safe place to ask questions, you will be heard, informed and empowered so you feel confident in your decisions.

Areas We Can Help Guide You:

Retirement income planning

Investment management

Tax efficiency

Holistic planning

Dedicated Planning Services

Protecting loved ones against the impact of extended care, death and disability

We will focus on providing you with sound financial guidance through a variety of strategies that fit your needs to help you reach your financial goals.

Quarterly Newsletter:

Coming soon!

Join us at an upcoming event

We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.

5 Keys to Retiring Fearlessly

Nov 5, 2026, 11:00 PM UTC

6101 W Main St, Kalamazoo, MI 49009 | Latitude 42-Oshtemo

Wondering if you'll have enough saved for your retirement?Join this dynamic workshop packed with strategies to help secure your financial future. Learn how you can retire with confidence by addressing your biggest financial concerns and sharing practical strategies for a secure future. • Build guaranteed income and protect your savings from market volatility. • Optimize your retirement plan for tax efficiency and long-term growth. • Safeguard your finances and loved ones from life’s “what ifs.”In this workshop we’ll also explore how understanding the tax status of retirement investments can help you make decisions that help keep income taxes in check.Reserve your spots today.Dinner and drinks will be served during the presentation.RSVP using the "register button" below or call our office at 269-655-1818.No products will be sold.Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.See thrivent.com/social for important disclosures.

Savvy Tax Strategies

Nov 9, 2026, 11:00 PM UTC - Nov 10, 2026, 1:30 AM UTC

7177 Kalamazoo Ave SE, Caledonia, MI 49316 | StoneWater Country Club

Learn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies.The Savvy Tax Strategies workshop provides answers to critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and more.On Monday, November 9, join the Thrivent Member Network - Michigan Region at StoneWater Country Club where speaker Chris Price will help clients and potential clients cut through the jargon and complexity to help them understand how to create an efficient retirement tax strategy. Dinner will be provided.We are proud to support our generosity partner for this event. More information to come.No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. 27764-11 R1-24For additional important disclosures, see Thrivent.com/social.

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Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.

Kalamazoo Office2156 South 11th Street
Kalamazoo, MI 49009Phone269-655-1818Hours

Monday through Friday-By appointment.

Saturdays & Sundays-Closed

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 269-655-1818

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations