River Financial Planners
Kalamazoo: (269) 679-2636
Norton Shores: (231) 798-0007 
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About John M. Lugauer

Over two decades ago, while finishing a Bachelor of Science degree at Taylor University, John Lugauer decided to pursue a career as a financial planner. After several years working as a systems analyst in a financial institution, he continued to learn about the investment and financial industry and worked part-time in the industry to gain experience. In 1999, John opened his office in Schoolcraft, Michigan, and completed his securities registration and insurance licensing requirements.

John desires to be a very knowledgeable and honest financial planner for his clients. He has continued his life-long learning by completing his advisory designation in late 1999 and additional exam requirements in 2004, Registered Financial Consultant designation and the CERTIFIED FINANCIAL PLANNER™ Practitioner certification in 2007.  In 2013, John continued his education by adding the Accredited Investment Fiduciary® designation.

​About Roger D. Haag
Coming soon!

​About Jennifer M. Damkoehler
Coming soon!

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“I take personal satisfaction in helping my clients pursue their goals. For me, it is very rewarding and humbling knowing that people place their highest trust in my knowledge and abilities to guide them through some of life’s toughest decisions.”
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John M. Lugauer, CFP® 
CERTIFIED FINANCIAL
 PLANNER™ Professional

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Roger D. Haag, CFP® 
Norton Shores Office Manager
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Rhonda L. Wright 
Kalamazoo Office Manager

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Jennifer M. Damkoehler
Operations Manager
River Financial Planners
Kalamazoo: (269) 679-2636 | Norton Shores: (231) 798-0007

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Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. 

​The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, IA, IL, IN, KS, LA, MI, MT, NC, NM, OH, OK, PA, SC, TX, UT, WA, WI, WV, WY
© 2020 River Financial Planners
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.