Lauree K. VanderVeen, CTFA

Lauree is dedicated to building strong personal relationships and to providing a high-level of service to clients and their families. She contributes to the development, implementation and execution of personalized holistic wealth management plans. Lauree is responsible for administering and managing multi-generational trusts for high-net worth families and works closely with tax and legal advisors to implement wealth preservation, tax and gifting strategies to ensure clients specific goals are met. She has nearly 35 years of comprehensive wealth planning, real estate and banking experience. Lauree is a graduate of Western Michigan University and the American Bankers Association National Trust School. She is a Certified Trust and Fiduciary Advisor.