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 a Senior Wealth Advisor and owner of Vantage Financial. With over 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, their three children, Tyler (19), AJ (8), and Julie (7), and their adorable Labradoodle, Dash, reside in Elm Grove.

With juggling multiple sports, school activities, home projects, and volunteer commitments, 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.

Jamie is a realtor with M3 Realty and member of FOEGL and the American Legion Post 449.

Alma Mater: Dakota Wesleyan

ANDY MEYER
ANDY MEYERPartner and Senior Wealth Advisor
Andy is a Senior Wealth Advisor and owner of Vantage Financial. He has spent the last eleven years working with families and small business owners on their unique financial planning strategies. Andy genuinely enjoys helping people strategize, chase milestones, and navigate all aspects of their financial journey. His goal is to help clients improve their financial situation, increase confidence, and ultimately achieve their goals. Creating value while protecting their time to focus on what matters most is a top priority for Andy and his team.

Andy and his wife Katie reside in Elm Grove with their son Ollie (2) and golden retriever Riggins (5). They are active members of the community and Elmbrook church, and supporters of their alma mater (Concordia University). In their free time, the Meyers enjoy traveling, hiking, biking, playing golf and spending time on the water.

Alma Mater: Concordia University

JEREMY GARDNER
JEREMY GARDNERPartner and Director of Financial Planning
Jeremy takes care of the operations for Vantage. He also conducts financial analysis and recommends client investment portfolios according to individual financial goals. Jeremy works closely with all the advisors to prepare and execute financial transactions. He 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 (19), Allie (18), Jake (17) and Erika (15). Life is busy with four active teenagers – two who have graduated and two who are still in high school. The youngest one is just starting to drive! In his free time, Jeremy enjoys traveling and hitting the links as often as he can.

Alma Mater: University of Sioux Falls, 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 the team to seek opportunities for business growth and to assist with client needs and transactions.

Kris, her husband, Chuck, and son, Thomas (21), reside in Menomonee Falls. Now that Thomas is a senior at UW-Whitewater, the house is a lot quieter. Kris and Chuck enjoy rooting for the Warhawks, rediscovering movies, and visiting wineries and local microbreweries. Kris is the Vice-President on the Board of Directors for The Northwest Lutheran School Association in Milwaukee.

Alma Mater: University of Wisconsin, Milwaukee

JOSHUA WOODBURY
JOSHUA WOODBURYTrader and Portfolio Analyst
Josh earned his BA in Finance and Financial Planning at UW-Whitewater in May 2019. After graduation, he worked for UMB Fund Services performing a wide variety of shareholder service functions including account services, trading, and operations. Josh works alongside Jeremy to facilitate financial transactions for clients and is responsible for account operations. Josh specializes in portfolio modeling and trading, working closely with our outside research firms and partners to develop investment models for our clients. He is also actively building his financial advisory role with clients.

Josh resides in Mount Pleasant with his partner, and private pilot, Kyle. In his free time, Josh spends time flying with Kyle to various destinations around Wisconsin and the surrounding states. He also enjoys playing video games and attending car shows when they are in season.

Alma Mater: University of Wisconsin-Whitewater

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 Jesse’s clients, ensuring the Elm Grove office is running smoothly, and coordinating client events and community engagement. Sharie is passionate about creating a professional and inviting office environment and providing high-level service to our clients. She and her husband, Grant, have resided in Elm Grove for 22 years and have three children: Beth (19), Eric (22) and Alex (24, Trinity College Class of 2020).

When Sharie is not in the office, she can be found traveling across the country to cheer on her son and youngest daughter who play college hockey on the east coast. A recent empty-nester, she and her husband are enjoying more time for travel, hiking, cooking, and attending the theater.

Alma Mater: Northwestern University, University of Pennsylvania, UPENN

Meet the Team

JESSE NIEDERBAUMER
JESSE NIEDERBAUMERManaging Partner and Senior Wealth Advisor
Jesse is a Senior Wealth Advisor and owner of Vantage Financial. With over 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, their three children, Tyler (19), AJ (8), and Julie (7), and their adorable Labradoodle, Dash, reside in Elm Grove.

With juggling multiple sports, school activities, home projects, and volunteer commitments, 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.

Jamie is a realtor with M3 Realty and member of FOEGL and the American Legion Post 449.

Alma Mater: Dakota Wesleyan

ANDY MEYER
ANDY MEYERPartner and Senior Wealth Advisor
Andy is a Senior Wealth Advisor and owner of Vantage Financial. He has spent the last eleven years working with families and small business owners on their unique financial planning strategies. Andy genuinely enjoys helping people strategize, chase milestones, and navigate all aspects of their financial journey. His goal is to help clients improve their financial situation, increase confidence, and ultimately achieve their goals. Creating value while protecting their time to focus on what matters most is a top priority for Andy and his team.

Andy and his wife Katie reside in Elm Grove with their son Ollie (2) and golden retriever Riggins (5). They are active members of the community and Elmbrook church, and supporters of their alma mater (Concordia University). In their free time, the Meyers enjoy traveling, hiking, biking, playing golf and spending time on the water.

Alma Mater: Concordia University

JEREMY GARDNER
JEREMY GARDNERPartner and Director of Financial Planning
Jeremy takes care of the operations for Vantage. He also conducts financial analysis and recommends client investment portfolios according to individual financial goals. Jeremy works closely with all the advisors to prepare and execute financial transactions. He 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 (19), Allie (18), Jake (17) and Erika (15). Life is busy with four active teenagers – two who have graduated and two who are still in high school. The youngest one is just starting to drive! In his free time, Jeremy enjoys traveling and hitting the links as often as he can.

Alma Mater: University of Sioux Falls, 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 the team to seek opportunities for business growth and to assist with client needs and transactions.

Kris, her husband, Chuck, and son, Thomas (21), reside in Menomonee Falls. Now that Thomas is a senior at UW-Whitewater, the house is a lot quieter. Kris and Chuck enjoy rooting for the Warhawks, rediscovering movies, and visiting wineries and local microbreweries. Kris is the Vice-President on the Board of Directors for The Northwest Lutheran School Association in Milwaukee.

Alma Mater: University of Wisconsin, Milwaukee

JOSHUA WOODBURY
JOSHUA WOODBURYTrader and Portfolio Analyst
Josh earned his BA in Finance and Financial Planning at UW-Whitewater in May 2019. After graduation, he worked for UMB Fund Services performing a wide variety of shareholder service functions including account services, trading, and operations. Josh works alongside Jeremy to facilitate financial transactions for clients and is responsible for account operations. Josh specializes in portfolio modeling and trading, working closely with our outside research firms and partners to develop investment models for our clients. He is also actively building his financial advisory role with clients.

Josh resides in Mount Pleasant with his partner, and private pilot, Kyle. In his free time, Josh spends time flying with Kyle to various destinations around Wisconsin and the surrounding states. He also enjoys playing video games and attending car shows when they are in season.

Alma Mater: University of Wisconsin-Whitewater

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 Jesse’s clients, ensuring the Elm Grove office is running smoothly, and coordinating client events and community engagement. Sharie is passionate about creating a professional and inviting office environment and providing high-level service to our clients. She and her husband, Grant, have resided in Elm Grove for 22 years and have three children: Beth (19), Eric (22) and Alex (24, Trinity College Class of 2020).

When Sharie is not in the office, she can be found traveling across the country to cheer on her son and youngest daughter who play college hockey on the east coast. A recent empty-nester, she and her husband are enjoying more time for travel, hiking, cooking, and attending the theater.

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