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Partner and 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.
Jim Lorence and Ryan Vander Zwart are CERTIFIED FINANCIAL PLANNER™ professionals. Certified Financial Planner Board of Standards Inc. owns the certification marks for CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Eric Sale is a Chartered Financial Consultant®. The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
LVZ Advisors, Inc. is doing business as Lorence & Vander Zwart.
Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. Investment advisory services offered through LVZ Advisors, Inc.
Securities are offered in Arizona, Colorado, Florida, Illinois, Indiana, Louisiana, Michigan, Missouri, New York, Ohio, Tennessee, Texas, Vermont, Virginia, and Wisconsin.
Insurance is offered in Arizona, Florida, Illinois, Indiana, Michigan, New Mexico, Tennessee, and Virginia.
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