Our Team
How We Work
At Doelman Financial Advisory & Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We have strong professional alliances with experts in the fields of tax, legal, risk management, investment, estate and business planning. Let us leverage our alliances to help you!
We can help you address:
- Goal funding strategies
- Retirement investing and distribution strategies
- Business Planning issues
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- How do I protect the value of my business?
- How do I exit from my business?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Arnola Roos
Operations Director
(712) 722-0125
Arnola is the Operations Director Doelman Financial...(Click name or photo for more information)
Grant De Vries
Wealth Advisor
712-722-0125
Grant De Vries is a Certified Financial Planner. Grant enjoys helping clients work through difficult planning issues and leading them to make sound financial decisions as well as being a good steward of what they have been blessed with...
Nicolaas P. Doelman, AWMA, RICP
Wealth Advisor
(712) 722-0125
Nicolaas (Nick) P. Doelman is an Accredited Wealth Management Advisor and Retirement Income Certified Planner... (Click name or photo for more information)