Our Team

About Mark LeFevre

Senior Vice President, Investments 

 

Mark LeFevre began his career in the financial services industry in 1978. During his career, he has received many leadership and achievement awards, including Branch Manager of the Year at a major New York Stock Exchange-affiliated firm. Mark is a third-generation graduate from Michigan State University.

 

About Todd LeFevre

Vice President, Investments 

 

Todd LeFevre received his bachelor's degree from Augustana College in 1996. He began his career in the compliance division of a major New York Stock Exchange-affiliated firm. In 1999, Todd joined his father in their wealth management practice.

 

Contact Mark and Todd today to learn more about their services and how they can help you and your family reach your financial goals.