Our Team

The team at Lowrey Financial Group is an ethical and professional firm here to help guide you to retirement success and plan your long-term care needs. We are a relationship-driven organization committed to putting your needs above all else. Allow us to educate you on the latest, most progressive retirement and long-term care planning strategies, to assure a brighter financial future. You can count on our family to help you gain the guidance you need to retire and plan with confidence.

Team Members

Jake Lowrey

Jake Lowrey

President/Financial Consultant
Phone: 855-318-8387
Email:

 

Victoria Lowrey

Victoria Lowrey

Vice President
Phone: 855-318-8387

 

 

Keely Scheider

Keely Scheider

Controller/Office Manager
Phone: 855-318-8387

 

 

Ron DeNure

Ron DeNure

Financial Consultant
Phone: 608-558-9933

 

 

Derek Bostian

Derek Bostian

Independent Analyst and Researcher with Financial Independence Group
Derek is a consultant with Financial Independence Group and advises us on product solutions to ensure we meet the diverse financial needs of our clients each day. Derek researches and informs us on product changes or industry trends that would affect our clients. He is able to research products from the top rated carriers in the country to make sure we are always offering the best solutions available to our clients.

Phone: 704-971-7732
Email: