WHO WE ARE

Planning for your future financial security starts now.

Let’s work together.

You need a partner,
not just a financial planner.

That’s what makes us different.

We build relationships. We walk alongside you. We offer expertise and a life-long, focused approach. We aim to give you confidence and knowledge. That’s our unique vantage point. And that is your advantage.

Our name, Vantage Financial, reflects the trust and partnership we strive to build with each of our clients as we work together toward attaining your financial security and success.

Your priorities are our priorities. As partners, we work together with all of your financial professionals such as your accountant, attorney and other advisors so you are guaranteed a coordinated approach to your personal decision-making and long-term planning.

You need a partner,
not just a financial planner.

That’s what makes us different.

We build relationships. We walk alongside you. We offer expertise and a life-long, focused approach. We aim to give you confidence and knowledge. That’s our unique vantage point. And that is your advantage.

Our name, Vantage Financial, reflects the trust and partnership we strive to build with each of our clients as we work together toward attaining your financial security and success.

Your priorities are our priorities. As partners, we work together with all of your financial professionals such as your accountant, attorney and other advisors so you are guaranteed a coordinated approach to your personal decision-making and long-term planning.

Meet the Team

JESSE NIEDERBAUMER
JESSE NIEDERBAUMERManaging Partner and Senior Wealth Advisor
Jesse is the Senior Wealth Advisor and owner of Vantage Financial. With nearly 20 years of experience, Jesse is committed to building fact-based, thorough financial plans that are focused on your financial goals, not product sales. He and his wife Jamie, sons Tyler (16) and AJ (5) and daughter Julie (3) reside in Elm Grove. With two toddlers, a teenager and a long list of remodeling projects, life is full of adventure! Jesse and Jamie are integral members of the Elmbrook Community. They are active contributors to the Unity Lutheran Church, the Hope Center and the Elm Grove Junior Guild.

Alma Mater: Dakota Wesleyan

ANDY MEYER
ANDY MEYERPartner and Senior Wealth Advisor
Andy joined the team eight years ago after graduating from Concordia University of Wisconsin where he received degrees in both Finance and Marketing. Developing and maintaining rock-solid relationships with his clients is Andy’s top priority. He and his wife, Katie, met in college and now reside in Elm Grove. On the weekends, you can find the two of them exploring southeastern Wisconsin with their young golden retriever, Riggins. Andy is an active member of the community serving on boards for Leaders Who CARE (a Children’s Hospital of Wisconsin affiliate) and the HOPE Network (supporting single mothers of southeastern Wisconsin) in addition to being a member of the Elmbrook Rotary.

Alma Mater: Concordia University

JEREMY GARDNER
JEREMY GARDNERDirector of Financial Planning
Jeremy conducts financial analysis and recommends client investment portfolios according to individual financial goals. Jeremy works closely with Jesse to prepare and execute financial transactions. With Jesse’s busy client meeting schedule, Jeremy is often your first point of contact to address your questions and needs. Jeremy and his wife, Connie, reside in Brookfield with their blended family: Dean (16), Allie (15), Jake (14) and Erika (12). Life is busy with four active teenagers!

Alma Mater: University of Sioux Falls, South Dakota

BEN UPHOFF
BEN UPHOFFWealth Advisor
Ben recently joined the Vantage Financial team after moving to the Milwaukee area. He received his undergraduate degree from the University of Wisconsin-La Crosse and obtained his Master’s in Business Administration at the University of South Dakota. Ben looks forward to meeting with clients to establish a transparent plan and build a roadmap to achieve their goals. Whether you are just starting your career, saving for a home or planning for your child’s education, Ben is committed to developing long-term relationships with his clients and providing resources and solutions at each stage of life.
Ben and his wife, Brittany, live in Whitefish Bay where they enjoy the shores of Lake Michigan. He is a board member on the Shorewood Foundation and an active volunteer for the Victory Gardens Initiative, Special Olympics of Wisconsin, and the Leukemia Lymphoma Society.

Alma Mater: University of Wisconsin-La Crosse, University of South Dakota

KRIS BAUMANN
KRIS BAUMANNDirector of Operations
Kris manages everything “behind the scenes” and is committed to assisting the advisors to promote an incredible client experience. She works closely with Andy and the team to seek opportunities for business growth and to assist with client needs and transactions. Kris, her husband, Chuck, and son, Thomas (17), reside in Menomonee Falls. Now that Thomas is driving, Kris doesn’t spend nearly as much time getting Thomas to baseball, golf and basketball games. But she worries a lot more! Kris and Chuck spend their spare time watching Thomas play all his sports and they all love to spend time together during their family vacations. Kris is the Vice-President on the Board of Directors for The Northwest Lutheran School Association in Milwaukee.

Alma Mater: University of Wisconsin, Milwaukee

SHARIE SINSON
SHARIE SINSONDirector of Marketing and Client Relations
Sharie manages the daily operations of the office and provides marketing support to Vantage Financial. She is responsible for scheduling and ensures that client service is running smoothly and efficiently. Sharie is passionate about creating a professional and inviting office environment and providing high-level service to you, our clients and friends. She and her husband, Grant, children Beth (15), Alex (20) and Eric (19) have resided in Elm Grove for 16 years. When Sharie is not in the office, she can be found managing the U16 girl’s hockey team for the Milwaukee Jr. Admirals and driving across the country to cheer on her children at various hockey tournaments.

Alma Mater: Northwestern University, University of Pennsylvania, UPENN

Meet the Team

JESSE NIEDERBAUMER
JESSE NIEDERBAUMERManaging Partner and Senior Wealth Advisor
Jesse is the Senior Wealth Advisor and owner of Vantage Financial. With nearly 20 years of experience, Jesse is committed to building fact-based, thorough financial plans that are focused on your financial goals, not product sales. He and his wife Jamie, sons Tyler (16) and AJ (5) and daughter Julie (3) reside in Elm Grove. With two toddlers, a teenager and a long list of remodeling projects, life is full of adventure! Jesse and Jamie are integral members of the Elmbrook Community. They are active contributors to the Unity Lutheran Church, the Hope Center and the Elm Grove Junior Guild.

Alma Mater: Dakota Wesleyan

ANDY MEYER
ANDY MEYERPartner and Senior Wealth Advisor
Andy joined the team eight years ago after graduating from Concordia University of Wisconsin where he received degrees in both Finance and Marketing. Developing and maintaining rock-solid relationships with his clients is Andy’s top priority. He and his wife, Katie, met in college and now reside in Elm Grove. On the weekends, you can find the two of them exploring southeastern Wisconsin with their young golden retriever, Riggins. Andy is an active member of the community serving on boards for Leaders Who CARE (a Children’s Hospital of Wisconsin affiliate) and the HOPE Network (supporting single mothers of southeastern Wisconsin) in addition to being a member of the Elmbrook Rotary.

Alma Mater: Concordia University

JEREMY GARDNER
JEREMY GARDNERDirector of Financial Planning
Jeremy conducts financial analysis and recommends client investment portfolios according to individual financial goals. Jeremy works closely with Jesse to prepare and execute financial transactions. With Jesse’s busy client meeting schedule, Jeremy is often your first point of contact to address your questions and needs. Jeremy and his wife, Connie, reside in Brookfield with their blended family: Dean (16), Allie (15), Jake (14) and Erika (12). Life is busy with four active teenagers!

Alma Mater: University of Sioux Falls, South Dakota

BEN UPHOFF
BEN UPHOFFWealth Advisor
Ben recently joined the Vantage Financial team after moving to the Milwaukee area. He received his undergraduate degree from the University of Wisconsin-La Crosse and obtained his Master’s in Business Administration at the University of South Dakota. Ben looks forward to meeting with clients to establish a transparent plan and build a roadmap to achieve their goals. Whether you are just starting your career, saving for a home or planning for your child’s education, Ben is committed to developing long-term relationships with his clients and providing resources and solutions at each stage of life.
Ben and his wife, Brittany, live in Whitefish Bay where they enjoy the shores of Lake Michigan. He is a board member on the Shorewood Foundation and an active volunteer for the Victory Gardens Initiative, Special Olympics of Wisconsin, and the Leukemia Lymphoma Society.

Alma Mater: University of Wisconsin-La Crosse, University of South Dakota

KRIS BAUMANN
KRIS BAUMANNDirector of Operations
Kris manages everything “behind the scenes” and is committed to assisting the advisors to promote an incredible client experience. She works closely with Andy and the team to seek opportunities for business growth and to assist with client needs and transactions. Kris, her husband, Chuck, and son, Thomas (17), reside in Menomonee Falls. Now that Thomas is driving, Kris doesn’t spend nearly as much time getting Thomas to baseball, golf and basketball games. But she worries a lot more! Kris and Chuck spend their spare time watching Thomas play all his sports and they all love to spend time together during their family vacations. Kris is the Vice-President on the Board of Directors for The Northwest Lutheran School Association in Milwaukee.

Alma Mater: University of Wisconsin, Milwaukee

SHARIE SINSON
SHARIE SINSONDirector of Marketing and Client Relations
Sharie manages the daily operations of the office and provides marketing support to Vantage Financial. She is responsible for scheduling and ensures that client service is running smoothly and efficiently. Sharie is passionate about creating a professional and inviting office environment and providing high-level service to you, our clients and friends. She and her husband, Grant, children Beth (15), Alex (20) and Eric (19) have resided in Elm Grove for 16 years. When Sharie is not in the office, she can be found managing the U16 girl’s hockey team for the Milwaukee Jr. Admirals and driving across the country to cheer on her children at various hockey tournaments.

Alma Mater: Northwestern University, University of Pennsylvania, UPENN

At Vantage Financial, we get to know you and your family, your background, goals and vision. We want to know what makes you tick. We want to build a true partnership, so we are able to help build your plan for the future.

At Vantage Financial, we get to know you and your family, your background, goals and vision. We want to know what makes you tick. We want to build a true partnership, so we are able to help build your plan for the future.

IT ALL STARTS WITH
A SIMPLE CONVERSATION.

We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note and we’ll get back to you.

FIRST NAME *
LAST NAME *
EMAIL ADDRESS *
PHONE NUMBER

I prefer to be contacted by (please check):EmailPhone

What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)

400

IT ALL STARTS WITH
A SIMPLE CONVERSATION.

We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note. We’ll get back to you as soon as possible.

FIRST NAME *
LAST NAME *
EMAIL ADDRESS *
PHONE NUMBER

I prefer to be contacted by (please check):EmailPhone

What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)

400