Meet the Team
Our Locations
Select one of our locations below.Grand Rapids | Bishop's Woods | Bloomfield Hills | Brookfield | Cascade | Chesterfield | East Troy | Elkhart | Grandville | Holland | Jenison | Kent City | Marshall | Mequon | Monticello | Omaha | Overland Park | Saginaw | Sheboygan | South Bend-Mishawaka | Southgate | Toledo | Wichita
Holland, MI
44 East 8th St., Suite 200, Holland, MI 49423
348 Waverly, Suite 122, Holland, MI 49423
Nathaniel T. Volkema
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Nathaniel T. Volkema
PhilosophyTo help individuals, families, and businesses build, maintain, and protect their wealth in a tax advantaged manner*.
Professional Services
Financial Needs Analysis
Mutual Funds
Life Insurance
Long-Term Care Insurance
Fixed Annuities
Variable Annuities
Stocks
Bonds
Products for College Savings
Business Conservation Strategies
Employee Benefits
Estate Conservation Strategies
Professional Qualifications
Hillsdale College, BA in Financial Management, minor in Classical Studies
John Hancock Financial Network Representative 2003 - Oct. 2018
Royal Alliance Associates, Inc. Oct. 2018
Member of the Million Dollar Round Table
Certified in Long Term Care designation (CLTC)
Member of Holland Chamber of Commerce
Leadership Holland Class of 2009
Holland Young Professionals (HYP)
Past President, Member of Membership and Professional Development Committees
Personal
Born, raised, and reside in Holland, MI
Married to wife Heather, who is an Nurse Practitioner at Metro Hospital
Active member of the Grand Rapids Shriners and Holland Masonic Lodge
Treasurer for the Allegan-Ottawa Shrine Club
Member of the Hillsdale College Alpha Tau Omega Alumni Board
*A financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.
Jill Vanderzel
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Jill Vanderzel
Mission StatementMy commitment is to develop lifetime relationships with my clients so that together we can create a plan to help them meet their financial goals and dreams. I take a step by step approach to first recognize the financial needs, then implement a plan, and provide ongoing guidance to help ensure that these goals can be achieved.
Professional Services
College Funding
Financial Needs Analysis
Investment Strategies
Legacy Planning Strategies
Life Insurance Needs Analysis
Long Term Care Needs Analysis
Retirement Accumulation Strategies
Retirement Income Strategies
Professional Qualifications
Licenses include Series 7, 63, Life and Health
19 years experience in the financial industry
Personal
Born and raised in Michigan
Currently reside in Holland Michigan
Married to husband Robert, 3 children and 8 grandchildren
Enjoy camping, traveling, and reading
Jr High Leader and teacher at Immanuel Church of Holland
Volunteer with Victim Service Unit through Holland Police Dept
