Lerner Employee Directory

Lerner corporate office is located in 15505 Waldron Way, Big Rapids, Michigan, 49307, United States and has 11-50 employees.

lerner

lerner, csernai & fath financial group

lerner financial

lerner financial group

lerner financial group inc

lerner, csernai and fath financial group

Employees by Department

Departments

Number of employees

Finance

Operations

Information Technology

Legal

Human Resources

Key Employees of Lerner

SF
Sara Fath
Director, Finance
PhoneEmail
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Lerner Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Lerner

Hundreds of professionals searching for Lerner have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AW
Amanda Wright
Email Direct
Specialist and Functional Manager
United States , Michigan , Big Rapids

BG
Brenton Goldthwait
Email Direct
Service Specialist
United States , Michigan , Big Rapids

LD
Lisa Dettloff
Email Direct
Registered Paraplanner
United States , Michigan , Big Rapids

KB
Kelly Brockette
Email Direct
Senior Specialist
United States , Michigan , Big Rapids

BF
Benjamin Fath
Email Direct
Junior Advisor
United States , Michigan , Big Rapids

SF
Sara Fath
Email Direct
Director, Finance
United States , Michigan , Big Rapids

TO
Trisha Olds
Email Direct
Senior Relationship Training Coordinator
United States , Michigan , Big Rapids

TR
Tiffanie Robison
Email Direct
Office & Event Specialist
United States , Michigan , Big Rapids

CN
Caleb Newlin
Email Direct
Relationship Coordinator
United States , Michigan , Big Rapids

NC
Noah Cutler
Email Direct
Insurance Specialist
United States , Michigan , Big Rapids

RW
Ryan Wernette
Email Direct
Functional Manager and Service Specialist
United States , Michigan , Big Rapids

AH
Alexis Huntey
Email Direct
Benefits Specialist
United States , Michigan , Big Rapids

CB
Carly Boss
Email Direct
Front Desk Receptionist
United States , Michigan , Big Rapids

RW
Roxanna Weddle
Email Direct
Executive Assistant
United States , Michigan , Big Rapids

TS
Tiffanie Soller
Email Direct
Receptionist and Service Specialist
United States , Michigan , Big Rapids

CB
Craig Brockette
Email Direct
Information Technology
United States , Michigan , Big Rapids

AS
Amanda Steig
Email Direct
Registered Paraplanner
United States , Michigan , Big Rapids

Former Employees at Lerner

Explore people who held key positions, contributed to Lerner's success, and advanced their careers.

Derek Lodholtz

President & Risk Advis... at Grand Risk Advisors

Worked as Director, Risk Management

at Lerner (2017-2024)

Direct

Courtney Ploeg

IT Services Central Of... at Ferris State Universit...

Worked as Relationship Training Coordinator

at Lerner (2022-2025)

Direct

Michele O'Brien

Manager, Accounting at Bell Title

Worked as Service Coordinator

at Lerner (2022-2023)

Direct

Mask Content

Health Insurance -Medi... at Michigan Ag Facts

Worked as Manager, Risk

at Lerner (2022-2024)

Direct

Mask Content

Financial Advisor at SYM Financial Advisors

Worked as Financial Advisor

at Lerner (2020-2025)

Direct

Mask Content

Case Manager at Security Benefits Cent...

Worked as Finance Intern

at Lerner (2021-2023)

Direct

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Frequently Asked Questions Regarding Lerner Employees

How many employees does Lerner have?

Lerner has 11-50 employees

Who are Lerner key employees?

Some of Lerner key employees are Sara Fath

Where is Lerner located?

Lerner’s headquarters are located at 15505 Waldron Way, Big Rapids, Michigan, 49307, United States

How do I contact Lerner?

Lerner Contact Info: Phone number: (231) 796-8621 Website: www.lernerfinancial.com

What does Lerner do?

Lerner Financial is an independent fiduciary firm based in Big Rapids, MI, specializing in comprehensive financial planning and health benefits. With over 230 years of combined experience, they cater to a diverse clientele including educators, families, medical professionals, and entrepreneurs, providing customized financial solutions. Their missio... Read More

Is Lerner a public company?

Lerner is private company therefore does not currently have an official ticker symbol

See more information about Lerner Employees