3rd Quarter Update October 2022
October 18, 20222022 YEAR END REVIEW
January 31, 2023JVL Wealth Strategies hires associate
JVL Wealth Strategies is pleased to announce the hiring of Ben Schon as a full-time associate. Schon originally joined JVL Wealth Strategies as an intern following his graduation from the Frederik Meijer Honors College at Grand Valley State University in May 2022. JVL Wealth Strategies is located at 1657 Gezon Parkway SW, Suite C, in Wyoming.
“Since joining the firm as an intern this summer, Ben has exhibited everything we look for in a team member – a strong work ethic, strategic thinking, and commitment to service. We are pleased to welcome Ben aboard full-time as he supports us in providing our clients with the distinct service they’ve come to expect over the last 25 years,” said Jerry VanderLugt, founder and managing partner, JVL Wealth Strategies.
The addition of Schon follows JVL Wealth Strategies’ 2022 hire of wealth manager Nate Lowe and move to a new office in 2021.
“As I was growing up, I witnessed first-hand the hard work and dedication required of a family-owned business. This experience instilled a sense of diligence toward my education, extracurricular activities, and service for others,” Schon said.
Founded in 1994, JVL Wealth Strategies is a locally owned, independent firm that serves family-owned businesses, professionals and executives and people experiencing major life events such as 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.