LVZ Account Access

James Lorence

Professional Career:

• President/CEO/Senior Portfolio Counselor
• 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

Professional Career:

• Senior Vice President/Chief Compliance Officer/Portfolio Counselor
• 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 serves as Vice President and Portfolio Counselor for Lorence & Vander Zwart. Nate became a partner in the firm in January 2012.  He 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 is a board member of the National Association of Insurance and Financial Advisors (NAIFA) Holland chapter and is also a member of the Financial Planning Association (FPA). 

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

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 related to LVZ Advisors. Steve holds his FINRA series 7 license.  He and his wife Valerie live in Allegan with their eight 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.

Eric Sale

Eric Sale serves as a Financial Professional for Lorence and Vander Zwart working mainly in the operations and research departments. 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 in providing excellent customer service to Lorence and Vander Zwart’s clients. Eric has earned his Series 7 & 66 license and is licensed for Life & Health Insurance.  Eric and his wife Annalee are empty nesters in Hamilton.  They enjoy an active lifestyle which includes biking, jogging, traveling, reading and spending time with their 2 children, Brittney and Alex.

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.

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.