Nathaniel T. Volkema

Philosophy
To 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.

Qualifying membership in the MDRT Court of the Table is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.