Lowell is an advisor who provides full-service financial management for clients, from comprehensive planning to investment management. His clients are the kind of people who are passionate about life and ready to engage in the planning process; they’re also happy to offload the burden of identifying exactly what to do and when. Lowell’s father taught him that the best thing you can give a client is that moment where they metaphorically wipe the sweat off their brow and say, “Phew—I’m so glad I found this team.” And that’s what Lowell aims for—he creates a collaborative space where clients can discuss their fears, concerns, and goals, and helps them design a plan that shows them where they are, where they’re headed, and how to live their ideal life.
As Waycrest’s Operating Partner, Lowell also oversees the initiatives that keep the firm moving forward and creatively serving clients with excellence.
What’s it like to work with lowell?
For starters, it’s enjoyable. You won’t get caught in a conversation full of financial jargon you don’t understand; instead, much of Lowell’s educational meetings involve relatable analogies that make complex financial concepts easy to digest. He’s an astute listener who adjusts his communication style based on each client’s needs, and while he believes work and life should be fun, he understands the significance of his role and the trust his clients place in him. His jokes, his questions, his empathetic nature—it all fuels one purpose: helping clients trade their anxiety for clarity and comfort.
professional history
Lowell’s father is an advisor, and for much of Lowell’s early life, he told Lowell he would one day join him in the family business. Like many teenagers, Lowell rebuffed that idea to pursue his own path (in his case, sports journalism). After discovering that sports journalism was less than lucrative (and not ideal for his soon-to-be growing family), Lowell bought an LSAT study book and applied to law school. A few years later, after a brief career in criminal bankruptcy and divorce (a job he facetiously describes as the “holy trinity of happiness”), he became a financial advisor, a job where he could help people in a tangible, meaningful way. It was soon clear that Lowell and his dad were stronger together than apart, and they joined forces in 2009. In 2025, he partnered with Jay to form Waycrest Wealth.
professional designations & Education
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Juris Doctor (JD) – Michigan State University College of Law
- Bachelor of Arts, Public Affairs Journalism – Ohio State University
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
community involvement
With nearly 20 years living in the Detroit metro area, Lowell is passionate about giving back where he lives and works. He is heavily involved in the Jewish community. What he is most proud of, though, is his involvement in B’nai B’rith Youth Organization (BBYO), a member-led Jewish youth group he was part of when he was a teenager. He has been on the commission of BBYO for several years and was chair of the commission from 2020 to 2022.
Lowell is also heavily involved with Make-a-Wish of Mero Detroit. As a member of Team Alex, he is part of the largest fundraising team for Make-a-Wish’s annual cycling ride, Wish-a-Mile. Summer 2025 will mark Lowell’s 11th year participating in the 300-mile race.
Lowell has also competed in several road races for charities like Homes for Our Troops—his motto being, “If I’m going to run, I might as well raise money for a good cause.”
Personal life
There are three things you need to know about Lowell: He loves his family. Being outdoors (preferably cycling or hiking) is essential. Ohio State football is non-negotiable.
He and his wife Colleen met during college while working at Ohio State Hillel and have two talented kiddos, Benjamin (aka Ben) and Rebecca (aka Bex). Both Ben and Bex participate in robotics teams, karate, and jiu-jitsu. As a family, they enjoy hiking together, and they recently purchased a cabin in the Smokey Mountains. Lowell and Colleen have also committed to bi-annual “mid-life crisis trips” (e.g., hiking Kilimanjaro, visiting Iceland), recognizing that life is short, and not every dream should wait until retirement to be fulfilled.
Lowell has a goal to visit every Big 10 stadium (with only two left unattended, all in support of Ohio State, of course) and is the proud owner of some National Championship confetti, nabbed at the Mercedes-Benz Stadium in 2024.
a Q&A with Lowell
If you could eat only one meal for the rest of your life, what would it be?
I could never give up popcorn. We chose our Kilimanjaro tour guide based on the fact that they served popcorn in the afternoon on the mountain.
What’s your favorite tradition?
I host a Day of Awesome on January first. It started in my 20s with my friends, and now family, friends, and clients come over, bring their kids, and I make a Thanksgiving meal for lunch. We sit, watch football and hockey, and exist in the Day of Awesome.
What is one thing every person should add to their daily routine?
Over the last year, I’ve made an effort to listen to new music, and it has changed everything. Something so basic has really improved our quality of life. Most nights we’ll play music from bands like Guster, Ripe, Lawrence, and Trousdale while we have dinner.
What’s something you will never throw away?
I have some t-shirts from my college days, and I’ll never get rid of them because they remind me of when I met my wife.
If you could spend the day with a fictional character, who would you choose?
Michael Scott—who, by the way, gets a really bad rap. He was a really good salesman and a good person, just an awful manager.