Broker Check

Team

Patrick Van Sumeren AIF®

Founder/Wealth Advisor

patrick.vansumeren@vansumerenwealth.com

Pat  assists motivated and qualified clients with achieving their goals and dreams.  He has been providing advice and guidance since 1991.

Pat is a lifelong resident of the Bay City area and resides in Essexville with his wife Michelle and their three sons.  He enjoys free time with family when not in the office.

He is an active member of St Jude Thaddeus parish in Essexville where he has been a member of the finance committee for several years.  Pat has also been active volunteering with Bay Area Catholic Schools and is currently Chair of the Board of Trustees for Bay City All Saints Schools.  He has previously served as a board member for the endowment fund for Catholic schools in the Diocese of Saginaw.

 

Kimberly Schulz

Office Manager/Client Services

kimberly.schulz@vansumerenwealth.com

Kim is focused on providing clients with the service they expect.  She demonstrates our firms commitment to building and maintaining long term relationships with our clients.

Kim has been providing dedicated service to our clients since joining our firm in 2003. Prior to joining Van Sumeren Wealth Management, she worked in information technology with Dow Corning.  

A lifelong resident of the Bay City area, she grew up in Essexville and currently lives in Bay City with her husband and two daughters.  Kim enjoys hiking, traveling, and spending time with family.

Tammy Lillo

Client Services

Tammy focuses on providing exceptional service to clients.

Tammy joined our firm in 2017 after spending four years servicing clients financial needs with The Beiser Group. When Tim Beiser decided to retire after years of committed service to his clients, Van Sumeren Wealth Management transitioned the Beiser Group investment clients to our firm.  Her professionalism and the high regard in which she was held by clients of The Beiser Group made it an easy decision to ask her to join our team. Tammy started her career in the newspaper industry at the Bay City Times as an advertising consultant for 27 years.  She has a background in sales and marketing.

Originally from Unionville, Tammy has lived in Bay City for the past 30 years with her husband Jim and their two children. Tammy loves to travel and spend time with her family.

Gabriel Van Sumeren

Planning Associate

Gabe is a graduate of Bay City All Saints and currently attends Saginaw Valley State University where he is pursuing a degree in business management.  He also proudly serves his country in the Marine Corps Reserves as an infantryman.  Gabe enjoys all things related to the outdoors to include hunting, fishing, and spending time with the family's yellow lab "Jack".

Cynthia Rivard

Administrative Support

Cindy handles the behind the scenes operations that keep things running smoothly.  Her strong work ethic and versatility make her a valuable member of our team.

Prior to joining our firm in 2013, Cindy spent 12 years assisting employers meet their human resource needs in the staffing industry. 

Cindy and her husband Paul have lived in the Bay City area all their lives and have three grown sons. Hobbies are traveling, swimming and spending time with her family.