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Joe NiermanMBA, AIF®

Retirement Plan Specialist / Wealth Manager

Why I Go To Work Everyday?

Being a trusted advisor to individuals and businesses in my community is something I am truly passionate about. Educating clients to make informed decisions that ultimately help them pursue their financial goals is highly rewarding.

How Did I Get Here?

While taking a personal finance course in college I was introduced to the basic principles of investing and the laws of compound interest; which still blow my mind today. As a result, I set my sights on a profession in the finance industry and haven’t looked back. After earning a degree in finance from Marian University and an MBA from Anderson University I began to build my financial practice. In 2008 I began my career as a financial advisor.

Why I Care About This Industry?

The complexities involved in making wise financial decisions can be daunting. My colleagues and I have the ability to help our clients plan and navigate tricky financial waters. Being a part of guiding a business or personal client in their quest to achieve generational financial success is extremely rewarding. Equally rewarding is having a role in transforming communities and neighborhoods through administering sound financial advice.

Who I Really Am . . .

I’m a husband to my wife Sarah, a drummer to my bandmates, a foodie to chefs, and an advocate for my community. Sarah and I love to travel and spend time outdoors. We also share a passion for good food and good music. I serve as president of the board for Trusted Mentors and am also a member of the Board of Governors for the Byrum School of Business at Marian University.  

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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