Our Team

The Lorence & Vander Zwart management team is comprised of individuals with a strong securities background and most importantly the experience of being financial advisors. They understand what it’s like to work with clients on a daily basis; to develop and implement sound investment strategies. We also employ individuals with extensive research and analysis backgrounds to help provide you with the opportunity to achieve increased investment returns.

 

Jim Lorence

James Lorence

Professional Career:

  • President/Firm Partner since 1992
  • Securities Professional since 1985
  • Office of Supervisory Jurisdiction since 1998

Education:

  • CERTIFIED FINANCIAL PLANNER™ (1990)
  • Cornerstone University (Grand Rapids Michigan) BA Religion
  • General Securities licenses; Series 4,7,24,51,63,65 Life/Health & Variable Contracts

Professional Affiliations:

  • Co-Founder of NEXT Financial Holdings, Inc.
  • National Association of Insurance, Financial Advisors (Board Member since 2005)
  • Holland Chamber of Commerce
Ryan Vander Zwart

Ryan Vander Zwart

Professional Career:

  • Vice President/Firm Partner since 2000
  • Securities Professional since 1995
  • Investment Analyst 1994-1998

Education:

  • CERTIFIED FINANCIAL PLANNER™ (1999)
  • Hope College (Holland, Michigan) BA Accounting
  • General Securities licenses since; Series 7,24,51,63,65 Life/Health & Variable Contracts (1996)

Professional Affiliations:

  • National Association of Insurance and Financial Advisors (Officer 2005-2009)
  • Financial Planning Association (FPA)
  • City of Walker, MI – Pension Committee Member & Income Tax Committee Member (1999-2008)
  • Holland Chamber of Commerce.
Nate Baumann

Nate Baumann

Nate Baumann serves as a Financial Professional for Lorence & Vander Zwart. Nate holds a bachelors degree in Finance from Grand Valley State University. In addition, he has earned his Series 7 and 66 licenses and is licensed for Life and Health Insurance. Nate uses his training to create customized financial plans and investment allocations for Lorence & Vander Zwart clients.  He values the independence and passion it takes to run a small business and shares the commitment to personal and attentive customer service.

 Nate lives with his wife Claire and daughter Lauren in Holland.  When he is away from the office he enjoys playing golf, watching baseball, and reading.
Steve Riemersma

Steve Riemersma

Steve Riemersma serves as the Research Coordinator & Head Trader for LVZ Advisors. Steve is responsible for trading securities, portfolio analysis, security analysis, and also spends much of his time focusing on special projects and performance reporting related to LVZ Advisors. Steve previously worked at Johnson Controls in Holland for seven years before coming to Lorence & Vander Zwart. He and his wife Valerie live in Allegan with their six children. As a family they enjoy hiking, camping and playing games. When Steve can find spare time he enjoys playing golf and softball, as well as reading and watching movies.
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Julie DeVisser

Julie DeVisser is the Operations Manager for Lorence & Vander Zwart. Julie earned her bachelor’s degree in finance from Davenport University in 2002. As the Operations Manager, Julie is responsible for overseeing the

behind-the-scenes work that goes into processing business for our clients, and the managing of client records. Julie has successfully passed the Series 4, 7, 24, 51 and 66 exams. In her spare time, she enjoys traveling, writing, digital photography and scrapbooking.
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Lynn Ritsema

Lynn Ritsema is the Executive Assistant at Lorence & Vander Zwart. Her primary responsibilities include providing administrative support to the President and Vice President, and the implementation of advertising and communication plans, event coordination and ensuring quality in client relations. Lynn lives in Hudsonville with her husband, Bruce, and three daughters.