Jerry VanderLugt, CPA, CFP®, CVA
Founder & Principal
Jerry graduated from Ferris State University with a degree in accounting. He earned his Certified Public Accountant (CPA®) designation in 1980, the Certified Financial Planner (CFP®®) designation in 1990 and the Certified Valuation Analyst (CVA) designation in 2013. He began his professional career in public accounting, working closely with business owners and their companies by performing all aspects of audit and accounting related services, as well as preparing income tax returns for businesses and individuals. Jerry also regularly advised business owners on their personal finances, investments, and estate planning.
In 1994, Jerry founded a family office advisory firm to provide a wide array of financial-related services to a select group of successful individuals and businesses. In response to an increased demand for his services, he expanded his practice in 2002 by opening JVL Associates, LLC, a registered investment advisory firm, to provide investment advisory and wealth management services to his growing list of successful clients.
Jerry works closely with clients to strategically manage their assets to help them meet their financial goals as well as walk them through various estate planning strategies that meet the financial goals of future generations. Jerry has assisted clients in the implementation of Family Investment Companies and a wide variety of strategic Trust arrangements. Jerry truly enjoys walking clients through the complexities of a well thought out Estate Plan and has experience in a wide variety of successful wealth transfer strategies.
Jerry and his wife, Diane, have six children and eleven grandchildren. In addition to spending time with their family, Jerry and Diane enjoy traveling, and he likes to remain active by hiking, biking, and running.
Matt Kunnen, CFA, CFP®
Matt graduated, Summa Cum Laude, from Cornerstone University with majors in Finance and Business Management. He earned his Chartered Financial Analyst ® (CFA®®) designation in 2015 and the Certified Financial Planner (CFP®®) designation in 2017. He began his career working as an investment consultant for a national brokerage firm.
Matt has been part of the JVL team since 2013. His primary responsibilities include helping clients understand their investment temperament and how various asset allocation strategies can help them achieve their investment goals. Matt conducts research and analysis on various investment strategies as well as specific security selection. He also provides daily oversight of client portfolios with the objective of enhancing both investment performance and tax efficiency for our clients. Matt enjoys building relationships with clients as he works to help them meet their financial goals.
Matt and his wife Amber have one son, Isaiah. Matt enjoys spending time with family and friends. Matt is active in his Church, currently serving as a deacon. Matt serves on the Board and is Treasurer of the CFA® Society of West Michigan.
Twas the last trading day before Christmas