Team

Thomas R. Picardy, CFP®

CERTIFIED FINANCIAL PLANNER™

(616) 560-7678

(616) 825-6024

thomas.picardy@lpl.com

Sue Glover

Administrative Assistant

(616) 560-7678

(616) 825-6024

Hi! My name is Sue Glover and I have the awesome job of working for Thomas as his administrative assistant. I have worked full time for him since 2013, and have been in the financial planning sector since 2001.

Baxter

CCO, Chief Comfort Officer

Baxter joined the team January 2015. His primary duty is to bring joy and comfort. He can be found in the office, excitedly greeting clients. In his leisure, he enjoys fetch, boating, taking walks, naps in the sunshine, and extra cuddles.

Lea Picardy

Client Relations Manager

616.560.7678

616.825.6024

lea.picardy@lpl.com

Joined the team summer 2018. Goal oriented and outgoing, ready to further enhance the overall client experience through marketing initiatives and campaigns. Maintains company website, social media, and assists with educational...