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About

At Lakeshore Legacy Advisors, we are more than consultants; we are architects of enduring business legacies. Our story is woven into the fabric of Grand Rapids’ vibrant economic landscape, where we have stood as a pillar of strategic innovation and unwavering support for our clients. Discover the minds behind our mission and the values that propel us forward.

Jordan Hayes

Founder & Chief Strategist

Leslie Thompson

Director of Business Development

Eduardo Ramirez

Head of Market Research

Angela Chen

Chief Financial Advisor

Marcus Leung

Digital Transformation Leader

Sophia Broussard

Organizational Change Architect

Ivan Petrov

Lead Business Analyst

Naomi Smith

Leadership Development Coordinator

Carlos Vega

Senior Talent Advocate
our mission

We empower businesses to navigate the future with confidence by delivering innovative strategies, insightful analysis, and transformative solutions that foster growth, resilience, and a lasting legacy.

Integrity in Insight

We pledge to provide our clients with honest, clear-cut strategies. Our integrity is the compass that guides every piece of advice we give.

Commitment to Collaboration

We believe that the best solutions come from working together. By fostering a collaborative partnership with our clients, we ensure that every decision is informed, intentional, and aligned with their long-term goals.

Innovation with Purpose

We are dedicated to staying ahead of industry trends and delivering cutting-edge strategies. Our focus is on purposeful innovation that drives sustainable growth and ensures our clients' success in an ever-evolving market.

Testimonials

Jordan Hayes

Founder and Chief Strategist

Jordan Hayes, the Founder and Chief Strategist of Lakeshore Legacy Advisors, brings over 20 years of top-tier consulting experience to the helm of the company. An alumnus of the University of Michigan with an MBA and a background in economics, Jordan’s expertise lies in transforming complex business challenges into strategic opportunities. At Lakeshore, he has built a reputation for crafting bespoke growth strategies that not only drive businesses forward but also contribute to building their enduring legacies.

His career, prior to Lakeshore, was marked by significant tenures at leading consulting firms, equipping him with a profound understanding of market dynamics across diverse industries. Jordan is also deeply invested in leadership development, often sharing his thought leadership as a speaker and mentor. His dedication to strategic excellence and innovation has established Lakeshore Legacy Advisors as a trusted partner for businesses aiming for lasting impact.

Leslie Thompson

Director of Business Development

As the Director of Business Development at Lakeshore Legacy Advisors, Leslie Thompson excels in identifying growth opportunities and forging strong client partnerships. Her analytical acumen and background in sales and marketing are pivotal in crafting strategic solutions that drive client success. Leslie’s prior experience with a Fortune 500 company, coupled with her Business Administration degree from Michigan State University, has honed her skill in merging client objectives with actionable growth initiatives.

At Lakeshore, Leslie’s strategic leadership has consistently broadened the firm’s industry footprint and deepened its client engagements. Her commitment to excellence and a results-driven approach have not only met but often surpassed business goals, cementing her reputation as a cornerstone of the Lakeshore team.

Eduardo Ramirez

Head of Market Research

Eduardo Ramirez leads Market Research at Lakeshore Legacy Advisors with a sharp analytical eye, translating complex data into strategic insights. With a Master’s in Economics and a background in global market analysis, his expertise underpins the firm’s data-driven approach to business strategy. Eduardo’s extensive experience with multinational corporations has equipped him with the skills to deliver a comprehensive understanding of market trends and consumer behavior.

At Lakeshore, Eduardo has been pivotal in refining research methodologies to provide actionable intelligence, aiding clients to navigate the market with confidence. His leadership has significantly enhanced the firm’s research capabilities, cementing its reputation for excellence in strategic market insights.

Angela Chen

Chief Financial Advisor

Angela Chen, as the Chief Financial Advisor at Lakeshore Legacy Advisors, brings a strategic edge to financial planning with her expert grasp of market dynamics and fiscal management. Her MBA from the University of Chicago Booth School of Business and experience in investment banking fuel her ability to navigate complex financial challenges effectively. At Lakeshore, Angela’s guidance is not just about numbers; she crafts financial strategies that are robust, forward-thinking, and tailor-fit to ensure client growth and stability.

Her work is marked by a proactive approach to market trends and a commitment to translating financial complexities into clear, strategic action. Angela’s expertise has been a cornerstone in developing sustainable financial models that propel clients toward long-term success.

Marcus Leung

Digital Transformation Leader

As Lakeshore Legacy Advisors’ Digital Transformation Leader, Marcus Leung delivers cutting-edge digital strategies that redefine how businesses operate and engage with their markets. With a Stanford Computer Science background and a history in Silicon Valley, his expertise bridges the gap between traditional business practices and technological innovation. Marcus has been instrumental in executing digital overhauls that not only align with but also advance clients’ strategic goals.

Marcus’s approach combines technical savvy with a clear understanding of business impact, ensuring digital solutions lead to tangible results. His track record at Lakeshore includes leading transformation projects that have set industry benchmarks, making him a crucial player in the digital evolution of businesses.

Sophia Broussard

Organizational Change Architect

Sophia Broussard, as the Organizational Change Architect at Lakeshore Legacy Advisors, specializes in guiding businesses through transformative changes with a focus on the human element. Her Master’s in Organizational Psychology and background in HR and organizational development inform her people-first approach to change. She adeptly balances the needs of the business with the well-being of its employees, ensuring that transitions are not just seamless but also positively received.

At Lakeshore, Sophia’s strategic yet empathetic approach has made her integral in reshaping company cultures to be more adaptive and innovative. Her collaborative methods have been key to developing resilient organizations that are prepared for both present and future challenges.

Ivan Petrov

Lead Business Analyst

Ivan Petrov, the Lead Business Analyst at Lakeshore Legacy Advisors, brings a potent blend of statistical prowess and strategic insight to the firm. With a degree from MIT in Business Analytics, he excels in distilling complex data into actionable intelligence for informed decision-making. Ivan’s extensive background in market research and financial modeling is central to delivering comprehensive strategies that keep Lakeshore’s clients ahead of the curve.

At Lakeshore, Ivan is recognized for his precision and the ability to communicate intricate data insights in a digestible form. He leads his team in delivering forward-thinking analysis that underpins the firm’s innovative solutions, driving tangible business outcomes for a diverse clientele.

Naomi Smith

Leadership Development Coordinator

Naomi Smith is the Leadership Development Coordinator at Lakeshore Legacy Advisors, where she excels in fostering leadership qualities across client organizations. With a Master’s degree in Leadership Development from Northwestern University, Naomi designs impactful development programs that transform managers into visionary leaders. Her approach is hands-on, creating experiences that are not only educational but also deeply transformative.

In her capacity at Lakeshore, Naomi has successfully developed a suite of leadership initiatives that align closely with clients’ strategic objectives, supporting the cultivation of leaders who can adeptly navigate and shape the future of their businesses. Her work is a testament to Lakeshore’s commitment to building enduring business legacies through people development.

Carlos Vega

Senior Talent Advocate

Carlos Vega, as the Senior Talent Advocate at Lakeshore Legacy Advisors, specializes in optimizing talent potential within client firms. He merges talent acquisition with strategic development, ensuring a workforce that is skilled and aligned with business goals. Carlos holds a degree in Organizational Behavior from Cornell University and brings a wealth of experience in human resources to drive initiatives that bolster employee engagement and professional growth.

At Lakeshore, he is the linchpin for clients aiming to foster a culture of excellence and dedication, embodying the firm’s belief in the power of human capital to catalyze business success. His efforts are crucial in building teams that are not just proficient but are also passionate contributors to their organizations’ enduring legacies.