OUR TEAM

Our Team

Each and every member of our team is ready to serve you with a smile. With over 135 years combined experience, you can expect a high level of professionalism and individual attention. To streamline your service needs and with extreme efficiency, each assistant is responsible for certain areas of business. Attention is also placed on cross-training if one of our team members is not available so that your needs are met. Below are a few details about each assistant. Please feel free to contact them individually should you have any concerns.
Kelly Brockette - Investment Coordinator/Financial Planning Analyst

Kelly began her financial career at Lerner, Csernai & Fath in September 1994. She is highly analytical and simplifies the most complex investment cases. She provides administrative assistance to Denny when he's preparing financial plans, is well-versed in stock and fund research, and is the case coordinator for our managed money accounts. If you have outside investments that you are transferring to Denny, Kelly is your point person to make sure everything makes a smooth and seamless transition. She is a graduate of the University of Michigan with a B.A. in Economics, has her NASD Series 6, 7, 63 and 66 securities licenses and a Michigan Life and Variable Annuity license. Kelly resides in Big Rapids with her husband and has three lovely daughters. In her spare time she enjoys golfing, gardening and Michigan football. 

Cheri Csernai - Service Coordinator

Cheri has been a member of the Lerner, Csernai & Fath team since 1997. After 14 years as an investment coordinator and case manager, Cheri transitioned to the group benefits division. As a service representative, Cheri works diligently to provide each client with a positive experience whether she is assisting with a claim or answering a question on the phone. In her free time, Cheri enjoys vacationing with her husband and spending time with her two sons, Garrett and Seth.

Paula Venema - Service Coordinator/Bookkeeper

If you need to make changes to or have questions on your existing policies and accounts Paula is there to assist. She has extensive customer service experience and is very efficient and thorough. Excited to finally get back to her home town of Big Rapids, Paula joined Lerner, Csernai & Fath in March 1998 as an assistant to Dennis Lerner. She has obtained NASD Series 11 securities licensing, Michigan Life and Variable Annuities licensing, and has a B.S. in Business Administration from Ferris State University. Along with her servicing and organizational skills, Paula is also our firm’s bookkeeper – always looking out for the bottom line and reducing office expenditures. Paula resides in White Cloud with her husband Steve and two children, Alyssa and Sam. In her spare time, she is a jewelry artisan, a rock hound, and enjoys hunting, fishing, camping, and coin collecting. 

Lori Suppes - New Business/Investment Coordinator

Lori joined Lerner, Csernai & Fath in November 1998. She brought with her 12 years of banking experience. Lori holds her NASD Series 6 & 63 securities license and Michigan Life and Variable Annuities license. She is a natural at customer service, is highly organized and ready to lend a hand as she walks our clients step-by- step through the insurance underwriting process. She also works with our clients as an investment case coordinator. Lori volunteers her time on the Board of Directors of local area non-profit organization Angels of Action. She resides in Reed City with her husband Sonny, and has two children, Zac and Kayci. In her spare time she is an avid reader and loves bargain hunting, antiquing and collecting vintage flower pins.

Jackie Holmes - Benefit Specialist

Saying Jackie works hard for our clients is an understatement. In 2002, Jackie started building relationships with the healthcare clients of Lerner, Csernai and Fath Financial and has not stopped since. Jackie not only maintains current group health, life, and disability clients but also aids in attracting new clients. While creating group proposals and plan designs to meeting one-on-one with clients Jackie still finds time to engage in continuing education and yearly certifications. Staying up to date regarding healthcare reform is imperative since she works with clients ranging from senior citizens to small businesses and large manufacturing companies. Jackie cherishes spending time with her family and friends and being an avid Detroit Tiger fan she makes sure she attends at least one game per season.

Trisha Olds - Registered Paraplanner/Case Manager*

Trisha has been with Lerner, Csernai & Fath since September 2003. She has five years prior experience in the banking industry where she offered customers a variety of financial products and exceptional customer service; her experiences gave her a great foundation for her current position. Trisha handles all new business and existing account service for Brad Fath’s clients on their investment, managed money, or insurance related accounts. She is highly organized; detail oriented and enjoys developing relationships with our clients by working with them one-on-one. She has obtained an Associates of Business degree from Baker College as well as her Michigan Life Insurance License. Trisha resides in Big Rapids with her husband Les and son Brayden. In her spare time, she volunteers with Angels of Action, BRAJHA, Big Rapids Little League as well as various BRPS school functions. She enjoys camping, traveling, watching movies, attending her husband and son’s sporting events, and spending time with family and friends.

Lisa Dettloff - Registered Paraplanner/Case Manager*

Lisa joined the Lerner, Csernai & Fath team in 2007. After three years working in our group benefits division, Lisa transitioned to a case manager and service coordinator for investments and managed money. She is detail oriented, highly organized, a member of our investment committee, and has recently taken on the administration of the 401k business, and portfolio analysis. Lisa is a graduate of Ferris State University, has earned a Registered Paraplanner designation from the College of Financial Planning, and is also licensed for life, health and disability insurance products. She resides in Reed City with her husband Scott and has two children, Nate and Erin. In her spare time, she enjoys family, vacationing in warm climates, and interior design. 

Nicole SanCartier - Registered Paraplanner*

Nicole was asked to join our group in September of 2014. Her love of interacting with people and completing projects as well as her personal drive and organizational skills are what makes her a great addition to our group. With three years under her belt working in the banking industry, this has been a smooth transition into the investment side of finance. Since she began, she has obtained her Registered Paraplanner certificate, which enhanced her skill set to be able to find solutions and answer questions for clients more efficiently. After that was completed, she became licensed to sell and service Life Insurance. Outside of opening and servicing investment accounts or life insurance, Nicole is involved with creating and updating our website and is also part of the Marketing and Branding committee. She looks forward to her future at Lerner, Csernai and Fath Financial, meeting and assisting clients and continuing her education, all while enjoying her time working with, and learning from, these genuine people. While Nicole is not at work, she enjoys photography, softball, traveling and spending time with her family. She especially enjoys being a member of the local women’s choir, Voca Lyrica.

Amanda Steig - Registered Paraplanner/Administrative Assistant*

Amanda joined our team in February of 2016 as a receptionist. New to finance, she is eager to learn and looks forward to continuing her education in the industry. She is highly organized and customer oriented, making her a great addition to our group. Amanda is a graduate of Grand Rapids Community College where she obtained an Associate’s Degree on an athletic softball scholarship. Her education continued at Cleary University where she recently received her Bachelor’s Degree. In her free time, she enjoys time with family and friends, coaching youth softball and riding her horse.

Sara Fath - Service Coordinator

Sara joined Lerner, Csernai and Fath Financial Group in 2006 as a service coordinator. She earned her Bachelor Degree of Science from Central Michigan University in 1996. Sara has a passion for gardening and can often be seen taking care of the office plants, inside and out. She enjoys spending her free time with her husband Brad and their three children, Ben, Grace and Izzy. A lifelong resident of Mecosta County, Sara and Brad are proud to raise their family in such a wonderful community.

Derek Lodholtz - Benefit Specialist

Derek joined our team in March of 2017 bringing three cumulative years of experience in the Insurance field with him, having worked in the industry since he was 16. He will be graduating from Ferris State University in December of 2017 with a Bachelors Degree in Risk Management & Insurance. Derek is highly organized and detail oriented, making him a good addition to our Benefits Department. Away from work Derek stays active and healthy while spending his free time with friends and family.

*Individual is not a Registered Representative or Investment Advisor Representative with Cambridge and may not accept trade orders, engage in financial planning activities or provide any general or specific investment or planning advice. Duties within the office are restricted to clerical functions only.
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