Advia Financial Advisors
Our Financial Advisors provide expert guidance to help you make informed decisions about your financial future. Whether you're planning for retirement, investing, or managing debt, we offer personalized solutions tailored to your goals.
Retirement Services
Plan for a secure and comfortable retirement, whether you're just starting to save or nearing retirement.
Insurance Services
Protect what matters most to you, including home, auto, and life insurance.
Wealth Management
Achieve your financial goals and build a secure future, whether you're growing your investments or protecting your assets.
Financial Management
Take control of your finances and gain a clear understanding of your income, expenses, and financial goals.
Educational Planning
Build a strong financial foundation so you can confidently support your family's educational aspirations without financial stress.
Informational Seminars
Learn about investing and retirement planning from our Financial Advisors. RSVP for our virtual event today.
Personalized Financial Planning
We understand the importance of securing your financial goals and navigating your retirement investments. Our advisors offer comprehensive wealth management services such as investing retirement money and personalized strategies to feel confident in your future.
Todd Bertsch, AIF
Financial Advisor |Serving East Michigan
I am a dedicated financial advisor with a wealth of experience supporting both individuals and businesses in managing their financial goals. I specialize in creating personalized strategies tailored to each client’s unique needs. No matter where you are in life, I offers the tools, resources, and financial products to help you build a thoughtful, goal-focused plan—developed in close collaboration with you.
Emilee Lawrence, CRPC
Financial Advisor |Serving West Michigan
Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include: Wealth accumulation during your working years, security and independence in your retirement, and transferring assets in the most advantageous manner. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you.
Josh Lock
Financial Advisor |Serving Wisconsin and Illinois
As a dedicated financial professional, I'm passionate about guiding individuals and families towards financial success. Through personalized financial planning and expert advice, I help clients achieve their goals and build a strong financial foundation. With a deep commitment to understanding each client's unique needs, I provide tailored solutions that address their specific circumstances. Whether you're starting a family, planning for retirement, or navigating life's unexpected twists and turns, I'm here to guide you every step of the way. Together, we'll create a personalized financial roadmap that aligns with your aspirations and helps you make informed decisions.
Madeleine Camilli
Investment Representative |Serving West Michigan
I help members achieve financial security through personalized strategies for saving, investing, and retirement planning. My mission is to simplify complex financial decisions and offer clear, actionable guidance—empowering clients to build wealth and protect their future. Whether you're preparing for a major life milestone or simply looking to make more informed financial choices, I'm here to support you every step of the way.
Let's chat.
Schedule an appointment with one of our Financial Advisors, and they'll be happy to answer your questions about retirement planning, estate conservation, investment planning, or anything else you need help with.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Advia Credit Union and Advia Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Advia Financial Advisors, and may also be employees of Advia Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Advia Credit Union or Advia Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Advia Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Advia Credit Union for these referrals. This creates an incentive for Advia Credit Union to make these referrals, resulting in a conflict of interest. Advia Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.