Lori Hannemann is a Series 65-licensed advisor with Clear Ridge Wealth Management, LLC in Kalamazoo, MI, where she has worked for 10 years. She has one year of industry experience and previously worked with Prince of Peace Lutheran Church for four years. Clear Ridge Wealth Management serves individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, offering both discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and market efficiency, utilizing diversified, buy-and-hold strategies primarily with low-cost, passively managed mutual funds and ETFs.

Michelle Eldridge is a CFA® charterholder with 15 years of experience in financial advising. She has been with Clear Ridge Wealth Management, LLC since 2014. Outside of her advisory role, she serves as a board director at Mercantile Bank and is a member of the investment committees for both the Kalamazoo Valley Community College Foundation and the Western Michigan University Foundation. Clear Ridge Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory approach focused on broad diversification and passive asset-class funds, often utilizing Dimensional Fund Advisors funds and ETFs, and benefits from an integrated relationship with Focus Partners Advisor Solutions for sub-advisory and operational support.

Michael Brundage is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Clear Ridge Wealth Management, LLC since 2014. He serves as a trustee and finance committee member for the Gull Lake Community Schools Foundation, where he reviews the investment portfolio. Clear Ridge Wealth Management provides investment management and financial planning to individuals, retirement plans, trusts, nonprofits, corporations, and small businesses, employing a long-term, Modern Portfolio Theory approach with broad diversification and passive asset-class funds. The firm integrates services with Focus Partners Advisor Solutions for sub-advisory portfolios and back-office support.