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July 28, 2023JVL Wealth Strategies Continues Expansion with Three Key New Hires
JVL Wealth Strategies, a locally-owned, independent firm specializing in financial planning, investment advisory and wealth management, today announced the hire of financial planner Adam Suwyn, CFP®, associate Ben Schon and intern Shane Holcomb. The expansion follows the firm’s recent relocation to a larger office at 1657 Gezon Parkway SW, Suite C.
“We are pleased to welcome Adam, Shane and Ben to our team as we continue to experience significant growth, which has been driven by our commitment to client success and focus on providing responsive and strategic services,” said Jerry VanderLugt, founding and managing partner, JVL Wealth Strategies. “Each of them brings unique skills, deepening our personalized and proactive services that achieve long-term financial success for the families we serve.”
Adam Suwyn joins JVL Wealth Strategies as a financial planner. He has nearly a decade of professional experience, including financial planning with Midwest-based wealth management firms and general management for a multinational bank. Adam earned a bachelor’s degree in entrepreneurial management from Trinity Christian College and a Master of Business Administration from The Ohio State University. He also holds a Certified Financial Planner (CFP®) designation.
Associate Ben Schon is a graduate of the Frederik Meijer Honors College at Grand Valley State University with bachelor’s degrees in finance and marketing. Intern Shane Holcomb is a finance and economics senior at the Seidman School of Business at Grand Valley State University.
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 that includes financial planning, investment advisory and wealth management.