Our Team

Lorence & Vander Zwart’s team of financial professionals has a wealth of knowledge and experience, fully equipping us to manage your assets and coordinate your financial life. Our team members love the financial planning profession and work together to help ensure that clients receive top-notch service.

James Lorence
Partner

Jim has over thirty years in the financial services business. After receiving his bachelor’s degree from Cornerstone University, Jim joined his father in the...

Ryan Vander Zwart
Partner

Ryan has over twenty years of experience in the financial services business. He received his B.A. in accounting from Hope College in 1997. Ryan obtained...

Nate Baumann
Partner

Nate holds a bachelor’s degree in finance from Grand Valley State University and a Masters degree from Michigan State University.  He is a member of the...

Steve Riemersma
Research Coordinator / Head Trader

Steve Riemersma serves as the Research Coordinator and Head Trader for Lorence & Vander Zwart. Steve is responsible for trading securities, portfolio analysis, and...

Eric Sale
Director of Business Development

Eric Sale serves as a Financial Professional for Lorence & Vander Zwart, working mainly in the operations and research departments. Eric brings a diverse...

Julie DeVisser
Compliance Manager

Julie DeVisser is the Compliance Manager for LVZ. Julie earned her bachelor’s degree in finance from Davenport University in 2002 and achieved the Investment Adviser..

Amy Van Brocklin
Account Administration Specialist

Amy Van Brocklin works in operations for LVZ. She has earned her Associate’s Degree from Baker College, and has over ten years of experience...

Phoebe Preuninger
Fee Billing and Accounting

Phoebe originally started at LVZ as an accounting intern while in college. She graduated from Hope College with a degree in accounting in 2006....

Mark Vander Meer
Performance Analyst

Mark serves as the Performance Analyst for LVZ Advisors, providing portfolio analysis and support to the Investment Committee, Marketing, as well as internal consultants.

Mike Kragt
Research Analyst

While working at Hope College, Mike decided to take an accounting class to learn how to manage his retirement accounts. One class led to...

Teri VanDusen
Client Care Coordinator

Teri VanDusen serves as the Client Care Coordinator at LVZ Advisors, Inc. She graduated in 2004 from Grand Valley State University and brings over...