JVL Wealth Strategies announces key leadership changes

JVL Wealth Strategies, celebrating 30 years of providing financial services, has named Nate Lowe as Partner, promoted Adam Suwyn to Senior Financial Planner, and hired Matt Gillain as Client Services Coordinator.

“With these exciting changes, JVL Wealth Strategies looks to build upon its strong legacy of service with a continued emphasis on delivering exceptional value to our clients for years to come. We are excited to embark on the next 30 years of service, growth, and trusted partnerships,” said Jerry VanderLugt, Founder and Managing Partner, JVL Wealth Strategies.

Lowe joins current partners Matt Kunnen, Chad Soukup, and VanderLugt. He brings more than a decade of experience in succession, estate, tax, and charitable planning, and holds a degree in economics from the University of Notre Dame. Lowe also has earned the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor designations (CPWA®).

“Nate’s passion for serving clients, work ethic, and dedication to developing our team make him an invaluable addition to our leadership,” VanderLugt said. “As we look toward the next 30 years, we’re excited about the impact he will have as we continue providing personalized strategies for our clients.”

Suwyn, who has over a decade of experience, will lead financial and retirement planning for clients in his new role. He holds a bachelor’s degree in entrepreneurial management from Trinity Christian College, an MBA from The Ohio State University, and the CFP® designation.

“Adam has been instrumental in refining our financial planning practice and developing new procedures. His commitment to excellence is evident and a tremendous benefit to both our clients and the firm,” VanderLugt said.

As Client Services Coordinator, Gillain will manage day-to-day operations and bring a customer-focused approach to the firm. With over 20 years of experience in financial services, Matt began his career at a regional bank, working with retail and private banking clients, before spending the past decade at a leading Registered Investment Advisor firm.

“Matt’s attention to detail and proactive approach will ensure a seamless experience for our clients and further our mission of delivering outstanding service,” said VanderLugt.

Founded in 1994, JVL Wealth Strategies 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 service approach, including financial planning, investment advisory, and wealth management.