Our Team

Founder and president of VIA Wealth Management, LLC, Susan Vollmer, AIF®, is dedicated to helping her clients map financial strategies that lead to their desired destination. Susan has built a successful, family and community oriented firm providing financial planning and investment consulting services for clients along the shore of West Michigan and across the country.

Susan is an Accredited Investment Fidicuiary (AIF®) and holds FINRA Series 7, 65, and 63 licenses, along with life, accident, and health insurance licenses. Her experience includes more than 35 years of leadership in financial services and business managenent. A graduate of Hope College, Susan also studied at the University of Chicago School of Business, earning the title Senior Investment Consultant.

Trust and transparency are the hallmark of Susan's work and she has been recognized for her consistent demonstration of these values as a recipient of the Women's Choice Award since 2014. Susan leads with lessons learned as an accomplished equestrian and encapsulated in TLC: trust, leadership, and communication.

At home, Susan enjoys riding her Friesian horse, Isabelle, cooking and baking, and travel with her husband.

The Virtual Team

When you work with VIA Wealth Management, you're likely also to work with a member of the virtual support team. This team works from the home office of our broker-dealer, Cambridge, in Iowa, providing client services, administrative assistance, and marketing support. 

Our Partners and Alliances

At VIA we remain committed to our independence and partner with other widely recognized leaders in the industry who share our values and philosophies allowing us to remain focused on what's best for you and your financial goals. We work with select, nationally recognized financial services firms in the industry that we trust and count on to provide excellent investment solutions and service for you.

A few of the names you will come to know when working with VIA Wealth Management are:

Cambridge Investment Research, Inc.  Securities are offered by VIA Wealth Management, LLC through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC, Investment Advisor Representative.

As one of the most respected and largest privately held independent broker-dealers in the U.S.,  Cambridge provides research, due diligence, investment solutions and services to best serve our clients. Cambridge is owned entirely by its management and professionals and has continually put the objectivity of independent financial professionals first to ensure the long-term success of clients, financial professionals, and the financial services industry.

Fidelity Investments We trust Fidelity as a primary custodian of our client's accounts. A custodian is a financial institution that holds customer's securities for safekeeping and other services such as account administration, statement reporting, trade execution, tax support and foreign exchange, collection of dividends and interest payments. For more than 70 years, Fidelity has built a reputation of integrity and financial management expertise.

Institutional Portfolio Managers At VIA we work with and have access to a full range of investments that leverage the experience of leading institutional portfolio managers. Just a few of the investment management companies we work with include: BlackRock, Inc., Vanguard, Morningstar Managed Portfolios, Clearbridge Asset Management, Clark Capital Management, and American Funds. We also work closely with select leading insurance companies to provide our clients annuity and insurance solutions to meet their income needs and protect against losses.

Photo Credits

At VIA we take pride in supporting our friends and community. The beautiful images throughout our site are from a local photographer and friend, Mary Hilldore. Mary is an office manager for a busy non-profit by day and pursues her passion for photography in her personal life. Her focus can be broad: lakescapes, farmscapes, cityscapes; or detailed: moss, a barely popped poppy; we hope you enjoy them in the banners throughout our site. She's exhibited her work in the Michigan All Media Juried Arts Competition, Upword's Lenten Series Slideshow, the Holland Symphony Orchestra's Pictures at an Exhibition, and the Tulip Time Festival brochure cover.

Another longtime friend and fellow equestrian, Deb Kilgallon has enjoyed taking photographs of nature and landscapes from her hometown Sligo, Ireland. A small collection of her inspirational photos are shown on our Inspiration page. We hope to incorporate more of her work as we refresh our site from time to time.