Archives: Team Member

Rachel began her career in financial services assisting investment advisors and their operational teams with Charles Schwab. For more than five years, she worked closely with the LVW Advisors team,

Cheryle’s ability to coordinate and manage a wide variety of assignments is key to supporting Lori Van Dusen and the LVW team. Her organization skills and success at tackling several

Michelle Webb, a Rochester native, is the first person you will be greeted by upon entering the LVW office. Having lived in various states and abroad, gaining a wide range

With over 15 years or experience, Ashley is an advisor on the private wealth team, dedicated to providing top-tier service and helping build client financial strength and well-being. Ashley began

Nick Mezzoprete is an integral part of LVW’s research and reporting functions primarily for LVW’s institutional clients. A recent graduate of the University of Buffalo, where he received his bachelor’s

With nearly 10 years of broad experience in the finance industry, Allie Bell is responsible for providing LVW clients a full range of wealth management services and operational support. Her

Jeff Wagner is a Senior Partner at LVW and advisor to the firm’s family wealth and institutional clients. With over 20 years of industry experience, Jeff is a voting member

Rick Van Kuren is a senior partner and original member of LVW Advisors. He has more than 30 years of strategic investment experience, with a current focus on foundations, endowments

Chris Van Buren works closely with our family wealth clients supporting all aspects of our holistic investment consulting approach. Chris has been passionately providing investment consulting and advanced financial planning

Jonathan is an advisor on the private wealth team. He works directly with clients to provide financial planning, investment management, and research as part of LVW’s holistic consulting approach. Previously,