Kiel VanderVeen, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

Kiel VanderVeen helps business owners, farmers, and engineers find financial balance. His areas of focus are tax mitigation, retirement income planning, and estate planning. Starting out as a tax preparer provided a strong foundation for his pursuing a career in financial planning; seeing firsthand the impact of clients not planning for tax filing inspired him to start thinking about how to make tangible, lasting changes in their financial life, and ultimately their future.

Background and Qualifications:

Kiel holds a Bachelor of Business Administration in Accounting from the University of Nebraska and holds the Series 7 and 66 securities licenses. He earned his CFP® certification in 2015. Kiel has been involved with the Nebraska Community Foundation, both locally and statewide, since 2005. Kiel was honored to be a member of the Leadership Nebraska Class X and has been named on two Forbes lists: in 2018 as a Next-Gen Wealth Advisor*, and 2019 as a Best in State Wealth Advisor**.

Outside of the Office:

Kiel and his wife, Mimi live in Nebraska City, where they both are involved in the Arbor Shrine club of the Tangier Shrine and support local groups that address poverty. Together, they enjoy fishing, cooking, gardening and company of their two dogs.

Culinary Specialty:

Scratch Lasagna

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Cole Sharp

Financial Representative

As a Financial Representative, Cole partners with Kiel to prepare and present financial plans, portfolio and tax efficiency analyses as well as drafting account paperwork and meeting preparation, all to ensure clients receive consistent, goals-based advice in every interaction.

Background and Qualifications: 

Cole earned a Master of Business Administration with a concentration in Finance from Marylhurst University outside of Portland, Oregon & Bachelor of Science in Business Administration from Peru State College. He currently holds Series 7 and 66 securities licenses as well as Life, Health & Annuity Insurance licenses. Cole has been a member of the Business Faculty at Peru State College since 2017, teaching courses in business communication & was a former member of the Nebraska City Tourism & Commerce Board of Directors. 

Outside of the Office:

Cole & his wife, Betsy, live in Red Oak, IA where she serves as a Nursing Home Administrator. Their shared passions include music, coffee and road trips, shared with their beloved rescue pup Tilly.

Culinary Specialty:

Smoked chicken

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Amber Kinnaman

Client Services Manager

As the Client Services Manager,  Amber ensures the clients have a great experience. From processing account paperwork to remembering client birthdays, she wants to make sure every client feels like we are meeting their needs, and perhaps even anticipating them.

Background:

Amber holds a Bachelor’s degree in secondary English Education from the University of Nebraska.

Outside of the Office:

Amber and husband Bryan make their home in Auburn.  She enjoys gardening with her dog Hazel and hiking.  Whenever they can, Bryan and Amber travel to spend time with their children Erin and John.

Culinary Specialty:

Sour Cream Lemon Pie

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 Raymond James does not provide tax service or tax advice.  Raymond James is not affiliated with the above organizations and/or charitable causes. 

BluePrint Financial Planning

  (402) 873-0530

 kiel.vanderveen@raymondjames.com 

 1720 S 11th ST //  Nebraska City, NE  68410