Wealth management firm continues planned growth

ConstructionPeople

Jul 9

JVL Wealth Strategies has hired Shane Holcomb and Haley DeHaan as Analysts following the completion of a significant office expansion. The renovation more than doubled the size of the existing space at 1657 Gezon Parkway SW, Suite C, Wyoming.

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 provides ample space for future growth. JVL Wealth Strategies moved to its current office in December 2021.

"Our modern, expanded office space creates a welcoming, productive atmosphere that supports our collaborative approach and commitment to providing exceptional client service," said Jerry VanderLugt, Founder and Managing Partner, JVL Wealth Strategies.

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" VanderLugt said. "As we continue to grow, we remain committed to building relationships based on trust and integrity, and Shane embodies these values."

DeHaan graduated from Grand Valley State University and played on the women's soccer team.

"Haley's dedication to excellence and her track record of success both on and off the field signals a bright future for our clients and our firm's strategic growth. We look forward to seeing the impact of her devotion as she helps our clients navigate their financial journeys with the same determination and team spirit that led her to championships," VanderLugt said.

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.