Sometimes life gets busy and our finances aren’t as organized as we’d like them to be. That’s why we’re here. We don’t start our process with an agenda, we start our process with you. Our goal is to understand your goals, so we can help you reach them.
01
Advise
There is often a misinterpretation of what a financial advisor does. We aren’t here to tell you how to run your life or exactly what to do with your money. Our job is to get your assets into a manageable and profitable place to keep you on track to reaching your goals—whether that’s saving for retirement or growing your investments.
02
Organize
As organized as we may be in other aspects of our lives, sometimes our finances are one of the last places we think needs tidying up. We are here to offer a new perspective on how to organize and arrange things, as well as suggest some beneficial assets that may be missing in your portfolio.
03
Manage
The only way you can create lasting change is with persistence. We will proactively manage your portfolio and keep in contact with you to make adjustments, should anything arise in your life that could affect your current plan.
Our Advisors
We use a team approach because we believe three heads are better than one. If you decide to work with us, you will most likely meet and get to know all of our advisors - Ryan, Nate and Eric.
Ryan Vander Zwart
Partner
Financial Planner
After graduating from Hope College in 1997 (Go Hope!), Ryan went straight into the financial planning field. His first job out of college was with LVZ and he liked it so much, he’s been with us for over 25 years. With a combination of his years of financial experience and a CERTIFIED FINANCIAL PLANNER™ certification, Ryan is available to provide you with solutions and guidance on anything you or your business may need. When Ryan’s not working, he’s spending time with his wife, Amy and their four children at their home in Byron Center or fishing for Northern Pike and Walleye.
Nate Baumann
Partner
Financial Planner
Since joining the firm as a partner in 2012, Nate has been an incredible asset to our clients. Nate was born right here in Holland, Michigan and loves being able to help his community with more than just managing their money. With a bachelor’s degree in finance from Grand Valley State University and an MBA from Michigan State University—as well as being licensed in Life and Health insurance—Nate is available to provide you with solutions and guidance with anything you or your business may need. When Nate’s not working, he’s enjoying time spent with his two beautiful daughters and building his community through nonprofit board service.
Eric Sale
Financial Planner
Eric brings a diverse background to LVZ, which he uses to provide internal support in all of the day-to-day operations. He appreciates and understands the importance of providing excellent customer service to our clients. Eric has earned the ChFC®, Chartered Financial Consultant® designation, as well as the series 7, 66, life and health insurance licenses.
Our
Team
We’re a local firm with a hometown atmosphere that has the horsepower of a larger firm—something that wouldn’t be possible without the help of our wonderful team.
