JVL Wealth Strategies hires wealth manager

JVL Wealth Strategies today announced the hiring of Nate Lowe, CFP®, as a wealth manager. Prior to joining JVL Wealth Strategies, Nate served high net worth individuals at a large national Registered Investment Advisor. JVL Wealth Strategies is located at 1657 Gezon Parkway SW, Suite C, in Wyoming.

The addition of Lowe follows JVL Wealth Strategies’ move to a new office in December 2021 and the appointment of Matt Kunnen and Chad Soukup to partnership in January 2021.

“Nate is much more than just a financial advisor. His knowledge and experience are matched by his thoughtful appreciation of meaningful relationships,” said Jerry VanderLugt, partner, JVL Wealth Strategies. “He understands that the term ‘value’ means something different to everyone and is committed to working with our client’s team of professional advisors to provide proactive services that ensures our clients achieve long-term financial success.”

Lowe graduated Cum Laude from the University of Notre Dame with a degree in economics and holds the Certified Financial Planner (CFP®) designation. He has nearly a decade of experience helping business owners and other professionals and executives with succession, estate and tax and charitable planning.

“I grew up playing a lot of team sports and, as a result, I am passionate about competition, camaraderie and strategy and the parallel between preparation and success,” said Lowe. “I am eager to take these passions and lessons to the team at JVL Wealth Strategies and walk alongside our clients and other professionals to define and accomplish shared goals.”

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.