Our Team

Charles D. Rushmore

Founder and Financial Planner

E-mail: chuck@l2-advisors.com

Charles D. Rushmore is the founder of L2 Advisors, LLC, and a financial planner, and since 1998, he has been helping people create a personalized retirement plan and savings analysis. From his years of working with employers and clients, he has developed a network of professionals who he can refer clients to for professional services that arise from the financial planning process. He brings the value of these relationships to all clients and community partners.

The focus of his practice is helping individuals plan and manage their retirement so they hopefully do not outlive their money. His personal and professional experiences have helped him realize that his firm’s role is to provide clients with current, thoughtful, and ethical advice on a wide range of issues. Chuck, as well as many of his clients, has personally experienced the emotional and physical stress of helping family members dealing with aging parents and their long term care health needs. As a result, he has a particular interest in this area and helps clients work through the details with respect to financial, estate, and health care planning. He has completed courses that make him knowledgeable in long term care insurance planning. This gives him the experience to provide perspectives on extended care planning, the subject of longevity and its consequences on a client’s family and finances.

Chuck graduated from Western Michigan University with a Bachelor of Science in Education.

He has earned securities licenses, including the Series 7, 63, 65, and 24 and is licensed in Michigan, Oregon, and Florida. He is also licensed to offer his clients in Michigan Life, Disability, and Long Term Care insurance. This affords him the opportunity to provide clients with a wide array of financial options as he constructs comprehensive financial plans that are individualized to each client.

Chuck has been involved with Habitat for Humanity of Kent County, Inc. for many years. He served on the board of directors as board secretary and a board member for over seven years. In 2002, he was chosen to represent the board of directors at the Jimmy Carter Work Project in Durban, South Africa. Chuck was on his church’s financial committee for six years and served as chairperson for two years. After graduating from college, Chuck spent time in Jamaica as a Peace Corp Volunteer teaching high school students. He has traveled to Brazil, Europe, Jamaica, Mexico, South Africa, and the German Democratic Republic (formerly East Germany). Chuck and his wife, Martha, have two grown sons and spend their vacation time traveling in their motor home.

Keagan W. Rushmore, MBA, RICP®

Financial Planner

E-mail: keagan@l2-advisors.com

Keagan W. Rushmore, MBA, RICP, is a financial advisor at L2 Advisors and works toward educating his clients, who can expect advice given to them with the heart of a teacher. He started working for his Dad Chuck at L2 in 2008. He was given the benefit of helping clients in what is arguably the best of times and the worst of times. Investing for the future is as much about knowing the past as having a clear vision of where you want to go tomorrow.

Keagan graduated from Grand Valley State University with an MBA in Finance and Aquinas College with a Bachelor of Science in Business Administration. He earned the Retirement Income Certified Professional® (RICP) designation from the American College for Financial Services. He’s also obtained numerous financial licenses, including the Series 7, 63, and 65, as well as his Michigan Life, Disability, and Health insurance licenses.

His three kids are his greatest joy. Favorite shared activities include leadership in Boy Scouting, bike riding, basketball, soccer and generally any active time with them. Keagan is always reading and following politics and economics, joking that this is his “sport of choice.” Personal hobbies include woodworking, gardening, target practice, cooking and home brewing of beers, ciders and wines. Many of the architectural elements of the L2 Advisors offices were designed and built by Keagan and Chuck.

Keagan is Past President for the Western Michigan Chapter of the Society of Financial Professionals and the Kent County Chapter President for Habitat Young Professionals. In 2012 he was selected to be a Dave Ramsey SmartVestor Pro serving West Michigan. SmartVestor Pros are committed to educating and empowering people to help them work toward their long-term investing goals. This came as a great privilege to this long-time listener and devotee of Dave’s financial principals in his own life. While studying at Grand Valley State University, he served on the Graduate Student Advisory Board and led the Seidman College of Business Honor Code Development. Other memberships include the Society of FSP, NTSAA and NRA.

Mary Lynch

Licensed Sales Assistant

E-mail: mary@l2-advisors.com

Mary Lynch is a licensed sales assistant and responsible for providing support to the investment representatives and financial planners at L2 Advisors. She also welcomes new clients and assists them with their inquiries, supports existing clients, and acts as a liaison between internal associates and the investment professionals who support L2 Advisors. She takes care of scheduling, prospect meetings, reviews paperwork for accuracy and compliance, and handles phone and email correspondence.

Earlier in her career, she supported another financial advisor in Okemos, Michigan, for more than 15 years, spent time in downtown Chicago as a financial assistant for a relocation company, and was an accounting assistant for a property management firm.

The most rewarding part of her job is working with clients for many years and then seeing them be able to retire. She has watched them become more confident and educated over the years on how important it is to plan for their retirement, and when they finally reached that stage, they looked back and were proud of what they had accomplished with the firm’s help. Mary has an appreciation for encouraging people to save toward their financial independence and when it’s time for them to finally retire, it’s an exciting moment to share with them.

Mary graduated with a Bachelor of Science from Northern Illinois University and majored in Education with a minor in History. She’s obtained her Series 6 and 63 securities licenses and is a notary public.

Mary loves spending time with her nieces and nephews, game nights with family/friends, is an old movie buff, enjoys photography, gardening, and watching college football. You might even see her at an MSU football game as she volunteers to take your ticket at the entrance. Some of Mary’s bucket list items that she’s already fulfilled are taking an Alaskan cruise, seeing the Chicago Cubs win the World Series, and kissing the Blarney Stone in Ireland.

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