JVL Wealth Strategies Continues Planned Growth with New Hires and Office Expansion

 JVL Wealth Strategies today announced the hire of Shane Holcomb as an analyst. The addition follows the recent hiring of analyst Haley DeHaan in April 2024 and the completion of a significant office expansion that more than doubled the size of the existing office. JVL Wealth Strategies is located at 1657 Gezon Parkway SW, Suite C, Wyoming.

Holcomb earned a bachelor’s degree in finance and economics from Grand Valley State University, where he also completed the Seidman Financial Planning Certificate Program, the first step toward earning his Certified Financial Planner (CFP) certification. He has served as an intern at JVL Wealth Strategies since May 2023.

 “Shane’s enthusiasm, dedication and work ethic make him a valuable addition to our firm,” said Jerry VanderLugt, founder and managing partner at JVL Wealth Strategies. “As we continue to grow, we remain committed to building relationships based on trust and integrity, and Shane embodies these values.”

 The firm’s growth is further exemplified by the major office expansion completed in May 2023. The 2,768-square-foot addition brings the total office space to 5,135 square feet. The new space features employee workspaces, a large conference room, an employee kitchen, a lunch area and two private offices. The expansion was completed by contractor First Companies and now provides ample space for future growth. JVL Wealth Strategies moved to its current office in December 2021.

“The recent office expansion and the addition of talented team members like Shane and Haley enable us to continue providing the best possible service to our clients,” VanderLugt said. “Our modern, expanded office space creates a welcoming, productive atmosphere that supports our collaborative approach and commitment to providing exceptional client service.” 

Over the past three years, JVL Wealth Strategies has hired five employees. The additional space and new hires are part of the firm's strategic plan to support its mission of delivering personalized financial advice and exceptional service.

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 offers comprehensive services, including financial, tax and estate planning; risk management; charitable giving; and multi-generational gifting advice.