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Our Team

Jake Lowrey

Founder, Managing Partner, Financial Advisor

With 20 years in the financial services industry and licensed with AE Wealth since March 2023, Jake Lowrey is a financial professional who can help optimize strategies for any client – whether a C-suite executive, a small business owner or a retiree planning their next chapter.

In 2005, he started Lowrey Financial Group, pledging that his clients would have the best opportunity for a “Confident Financial Future” and creating his five-step “Financial Confidence Plan.”

With Lowrey Financial Group, he is continuing that mission. He is also the host of the popular “Mass Wealth Radio” weekly radio show, on which he discusses trends and news in finance, health care, retirement, legacy planning, and more, and answers questions from listeners across the country. The show airs Saturdays at noon on WRKO-680 AM in Boston, and 3 p.m. in New Hampshire and Vermont on WNTK 99.7 FM and WUVR 98.9 FM and 1490 AM. The show is also available for streaming anytime on iHeart Radio.

Jake’s experience and attention to detail has made him a prominent voice in the retirement planning space. His experience has garnered national news coverage in Forbes, Fox Business, Financial Advisor Magazine, and Kiplinger.

He’s also a dedicated supporter of the Jimmy Fund and Mercy Ships, a global charitable organization that provides health care for children and families in need around the world.

[email protected]

Victoria Lowrey

Co-Founder, Managing Partner

Victoria has an MBA in Management, speaks, reads and writes in five languages.  She has more than 18 years’ experience working with pre-retirees and retirees, as well as a vast background in Long-Term Care.  She helped Jake start Lowrey Financial Group while she was working for McKinsey and Co. as well as being in of charge of behind-the-scenes preparation from marketing to answering phones and greeting clients.

On top of raising ten-year-old twins, Aden and Lilya, Victoria is a big supporter of the Jimmy Fund and an avid reader.

Nathan Workman

Managing Partner, Real Estate Attorney

Nathan is a seasoned financial, business and real estate attorney who assists our clients with all their planning needs.

When planning for retirement, it’s important to have an experienced attorney to help negotiate the legal complexities often involved around taxes, real estate, insurance, business interests, and estate planning. Nathan is founder of Radius Law Group and is a partner of Lowrey Financial Group who consults with our clients to ensure their assets and ideals are protected and working for them.

A graduate of Gardner-Webb University, Nathan also received his Doctorate of Jurisprudence degree from Charlotte School of Law. There, he was Student Body President, Associate Editor for the Law Review and was named to the Order of the Crown honor society. Nathan has been quoted in The Wall Street Journal, The Charlotte Observer, ABA Journal and National Jurist. He is also a frequent public speaker on estate planning and business at universities, law schools, and community organizations.

DISCLAIMER: Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Nathan Workman is an employee of Lowrey Financial Group and Legal services provided by Pat are through his Law Offices of Radius Law Group. Tax and estate planning services referenced are an outside business activity not offered through or supervised by AEWM. AEWM is not affiliated with Nathan Workman.

Portrait of Jimmy Sullivan

Jimmy Sullivan Jr.


Jimmy Sullivan was brought onto the Lowrey Financial Team in 2020. He received his education from Roger Williams University, focused on Finance within the Gabelli School of Business. Jimmy grew up in Melrose, Mass and attended Malden Catholic High School. According to Jimmy, his favorite part of working at Lowrey Financial so far has been building a great relationship with the team. When Jimmy is out of the office, he is most likely to be outdoors and enjoying time with his friends.

Portrait of Clarissa Baker

Clarissa Baker

Case Manager

Portrait of Nancy Kane

Nancy Kane

Office Administrator