About Us

Dedicated to Your Security and Prosperity

Posted by on Feb 24, 2012 in About Us, Featured | Comments Off on Dedicated to Your Security and Prosperity

VIA Wealth Management, LLC is an independent financial services firm that provides personalized, comprehensive wealth management and investment services for individuals, families, and business owners. We establish long-term client relationships and provide guidance that is tailored to our clients’ unique goals and objectives.

Our clients appreciate the good life and are truly seeking the advice of a financial professional. We want to get to know you and build a relationship, so sharing your personal stories and engaging your loved ones in the process is crucial to fostering our relationship. Our planning process and creative approach can bring clarity to your life by giving you the perspective to align your goals with a realistic financial outcome. Our clients come to us with a variety of goals including:

  • Planning for retirement and future generations
  • Seeking a second opinion on their investments
  • Building a portfolio that can weather volatility
  • Saving for children’s education

Click here  to view a formal letter from the founder and president of Via Wealth Management.

Susan Lower ResSusan L. Vollmer, AIF®
President and Financial Advisor

susan@viawealthmanagement.com

Susan is the founder and president of Via Wealth Management, LLC. She is dedicated to helping her clients determine and achieve their financial goals and has continued to build a successful, family and community oriented firm.  With more than 30 years of experience in both the corporate world and the financial services industry, she uses her leadership experience, passion, and knowledge to help her clients prepare for their “bella via” or beautiful way as they navigate through their life journey.

Susan is an Accredited Investment Fiduciary (AIF®) designee and holds FINRA Series 7, 65, and 63 licenses as well as life, accident, and health insurance licenses. She graduated from Hope College and attended the University of Chicago School of Business having earned the title of Senior Investment Consultant.

Check the background of  investment professionals on FINRA’s BrokerCheck.

Marissa Lawrence, Client Service Assistant

When you work with VIA Wealth Management, you’re likely also to communicate with Marissa Lawrence. She’s part of a team of service specialists provided through a partnership with my broker/dealer, Cambridge Investment Research, Inc.

Marissa and other members of the administrative team specialize in opening new accounts, account transfers, cashiering items, processing paperwork, and service requests. She attended Indian Hills Community College for Administrative Assistance and completed the Cambridge Customer Service Excellence series.
In her free time, Marissa enjoys spending time with her daughter, playing board games, and taking her to gymnastics. She also enjoys reading and watching documentaries.

You may reach Marissa and the virtual assistant team office by calling toll-free (800)777-6080 xt.1630 or direct (641)209-8426. You may also contact Marissa via e-mail at ” href=”mailto:marissa.lawrence@cir2.com”>marissa.lawrence@cir2.com.

Missy Richeal

Missy Richeal, Marketing Manager

Missy Richeal is Marketing Manager and Consultant for VIA Wealth Management and joined our team in March of 2013. She is developing a comprehensive communication strategy and presence for VIA on the web and through social media platforms including Facebook and LinkedIn.  As a champion in building close-high trust relationships, Missy is creating marketing tools and messages to provide clients a personal, engaging process and solutions at VIA.

 
Missy is an independent business owner and provides marketing consulting services to business owners in Michigan at her company, Leverage Consulting, LLC.  Previously, she held the position as Client Services Director for an ad agency in South Carolina. Missy attended Northern Michigan University and Destiny Bible College where received an associates in Christian Leadership and her certification as a Life and Leadership Coach. She has experience in areas of human resources including conflict resolution, personality profiling and hiring.

Originally from the U.P. of Michigan, Missy lived and worked in the Greenville, South Carolina area for 10 years prior to returning to Michigan in 2011. She resides in Grand Haven, Michigan with her husband and their family.

The Value of Independence

Just as you have the opportunity to choose your financial professional, we in turn can choose our independent broker-dealer. As independent financial professionals, we are not an employee of an investment or financial services firm – we are independent business owners. Therefore, we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals. We are proud that our values are shared with our broker-dealer. Together, we focus on a common priority – you.

As one of the most respected and largest privately held independent broker-dealers in the U.S., Cambridge is owned entirely by its management and financial professionals. Cambridge, member FINRA/SIPC, has continually put the objectivity of independent financial professionals first to ensure the long-term success of the financial services industry, financial professionals, and clients. They remain strong and growing – with the goal of remaining privately owned.