JVL Wealth Strategies Analysts Pass CFP® Certification Exam

JVL Wealth Strategies is pleased to announce that analysts Haley DeHaan and Shane Holcomb have passed the Certified Financial Planner™ (CFP®) exam. The CFP® certification is widely recognized as the standard of excellence in financial planning and reflects rigorous training, ethical standards and a deep understanding of comprehensive financial strategies.

“Haley and Shane have demonstrated exceptional dedication to their professional growth and to the clients we serve,” said Jerry VanderLugt, founder and managing partner of JVL Wealth Strategies. “Their commitment to achieving the CFP® designation reflects the values we prioritize as a firm and our client-first approach. We are proud of their accomplishments and excited for their continued growth.”

DeHaan joined JVL Wealth Strategies in April 2024 and brings a strong foundation in discipline and perseverance shaped by her upbringing in West Michigan and her experience as a collegiate athlete. She graduated from Grand Valley State University, earning a degree in finance and economics from the Seidman College of Business, where she also played collegiate soccer. DeHaan resides in Grand Rapids and enjoys spending time with family and friends, playing soccer and reading.

Holcomb started working in a full-time position at JVL Wealth Strategies in May 2024 after completing an internship with the firm. He graduated from Grand Valley State University’s Seidman College of Business with a degree in finance and economics. Originally from Grass Lake, Michigan, he developed a strong work ethic through his involvement in sports and time spent outdoors with his father. Holcomb resides in Grand Rapids and enjoys spending time with family and friends, as well as with his Golden Retriever, Blu.

Since 1994, JVL Wealth Strategies has helped clients clarify the complex to help them confidently make informed financial decisions. Drawing from over three decades of time-tested experience, JVL Wealth Strategies develops tailored wealth strategies, manages asset growth, and coordinates your team of advisors to proactively ensure financial security for the long term. JVL Wealth Strategies’ sophisticated and personalized strategies involve everything from financial, tax, and estate planning to risk management, charitable giving, and multi-generational gifting. The firm serves family-owned businesses, professionals, executives and individuals navigating major life events, including retirement planning, inheritance, divorce and the loss of a loved one.