JVL Wealth Strategies continues looking toward the future, announces new partners

JVL Wealth Strategies, a comprehensive financial services firm, today announced the election of Matt Kunnen and Chad Soukup as partners. Founded in 1994, JVL Wealth Strategies is a locally owned, independent business with no affiliation with any products or sales organization, serving as fiduciaries for families. The appointments come two months after JVL Wealth Strategies announced a name change and updated logo and website.

“As we continue looking forward and serving our clients for the next 25 years, I’m honored to work alongside two knowledgeable and proficient practitioners,” said Jerry VanderLugt, founder and principal of JVL Wealth Strategies. “Matt and Chad are much more than financial advisors; they have meaningful relationships with our clients and coordinate with each families’ team of advisors to proactively ensure long-term financial security.”

Matt Kunnen joined the JVL Wealth Strategies in 2013 after working as an investment consultant for a national brokerage firm. He graduated from Cornerstone University with a Bachelor of Arts in finance and business management.

Kunnen holds the Chartered Financial Analyst ® (CFA®) and Certified Financial Planner (CFP®) designations.

Chad Soukup joined JVL Wealth Strategies in 2019 after working for more than a decade as a senior advisor and relationship manager with a national Registered Investment Advisor. He graduated from Grand Valley State University with a Bachelor of Science in accounting and a Master of Business Administration.

Soukup holds the Certified Public Accountant (CPA) and Certified Financial Planner (CFP®) designations.

JVL Wealth Strategies serves family-owned businesses, professionals and executives and people experiencing major life events like preparing for retirement, receiving an inheritance, going through a divorce or coping with life after losing a loved one.

The firm specializes in a complete approach to service, including financial planning, investment advisory and wealth management.