Kiel VanderVeen, CFP®

---

Kiel VanderVeen helps individuals and families plan for building and preserving wealth.  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, 66, and 9-10 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, and their daughter 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, their dog Rosie, and many, many chickens.

Favorite thing  to do on a snow day:

Get the fire started in the wood burning stove early, so the house is warm when everyone gets out of bed.

kiel.vanderveen@raymondjames.com

With a broad range of experience from banking and lending to higher education, Cole partners with Kiel to provide personalized, holistic goals-based financial guidance in every client interaction.  

Background and Qualifications:

Cole earned a Master of Business Administration with a concentration in Finance from Marylhurst University outside of Portland, Oregon, and Bachelor of Science in Business Administration from Peru State College. He currently holds Series 7 and 66 securities licenses as well as Life, Health and Annuity Insurance licenses. He earned his CFP® certification in 2021. Cole has been a member of the Business Faculty at Peru State College since 2017, teaching courses in business communication, financial planning & investments. He is the current President of the Nebraska City Rotary Club, a member of Leadership Nebraska City Class 17 and a former member of the Nebraska City Tourism and Commerce Board of Directors.  

Outside of the Office:

Cole and  Amanda live in Nebraska City, sharing their love of music, coffee, and travel with beloved rescue pups Tilly and Daisy.

Favorite thing to do on a snow day:

Get outside and play with the dogs.

cole.sharp@raymondjames.com

Having held many leadership roles across a career in horticulture, forest management and, most recently, the conservation non-profit sector, Adam brings a unique approach to his role at Blueprint Financial.  Having joined the firm in January 2023 as he is the newest member of the team.  He looks forward to adding to the growth of the business and working with clients throughout the community and surrounding areas.  

Background

Adam holds a Bachelor of Science in Forest Management and Business from Auburn University in southern Alabama.  He currently holds  Series 7and 66 securities licenses and is registered in Nebraska and Iowa.

Outside the Office:

Adam serves his community by being on the boards of CHI St Mary’s Hospital Foundation and the Missouri River Basin Lewis and Clark Visitor Center and is alumni of LEAD Nebraska (Class 30) and Leadership Nebraska City (Class 5). He also gives of his time at St Mary’s Catholic Church by serving on the Parish Council.  Adam and his wife, Jennifer, live in Nebraska City (since 2008) and have raised three children, Colby, Kaitlyn, and Caleb.  Colby and Kaitlyn are currently enrolled at UNL, studying math and pre-health respectively, and Caleb is enrolled at Midland University and studying sports marketing and playing on the football team as a kicker.  In his spare time Adam enjoys golfing, backpacking, and woodworking.   

Favorite thing to do on a snow day:

When the kids were young it would be spending time with them building forts, snowmen, etc.  Now, I look outside and reminisce about the times they were playing in the snow and just wishing I could do it all over again.  

adam.howard1@raymondjames.com

As the Client Services Manager,  Amber provides our clients with an exceptional experience. She can process a withdrawal, access your Raymond James tax statements, and help you sign up for client access. Amber  wants to make sure every client feels like we are meeting their needs, so give her a call if you have any service questions.

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 dogs Hazel and Lemon and hiking.  Whenever they can, Bryan and Amber travel to spend time with their children Erin and John.

Favorite thing to do on a snow day:

When I was a child, our dad had the welding shop make us a big sled to pull behind a small tractor.  Ten kids could fit on it. The dog would chase us around. Even now we enjoy the sledding hill in Auburn when there is enough snow.

amber.kinnaman@raymondjames.com