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 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 (17), AJ (6), and Julie (5), and their adorable Labradoodle, Dash, reside in Elm Grove. With sports, school activities, a graduating senior and 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.

Tyler will be attending Concordia University in Mequon. Jamie is a realtor with the Wisconsin Real Estate Group and member of FOEGL and the American Legion Post 449.

Alma Mater: Dakota Wesleyan

ANDY MEYER
ANDY MEYERPartner and Senior Wealth Advisor
Andy joined the team ten years ago after graduating from Concordia University of Wisconsin with degrees in Finance and Marketing. Whether you are a young growing family, small business owner, or approaching an important milestone in your financial life such as retirement, you can depend on Andy to be your consistent and transparent financial resource. “I truly believe that I have the best job in the world…every day I get to help people strategize, chase milestones and navigate all sorts of financial journeys. My goal is to help clients improve their financial world while giving them some of their time back.”

He and his wife, Katie, reside in Elm Grove with their young son, Ollie, and golden retriever, Riggins. Andy is an active member of the community while supporting Leaders Who CARE (a Children’s Hospital of Wisconsin affiliate), the HOPE Network (supporting single mothers of southeastern Wisconsin) and the Elmbrook Rotary. In his free time, Andy enjoys spending time with his family (Minnesota & Upper Peninsula roots) and friends, traveling, playing hockey and golf.

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 all of 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 (18), Allie (17), Jake (16) and Erika (14). Life is busy with four active teenagers, 3 of whom are driving! In his free time, Jeremy enjoys hitting the links as often as he can.

Alma Mater: University of Sioux Falls, South Dakota

JOSHUA WOODBURY
JOSHUA WOODBURYTrader and Portfolio Analyst
Josh graduated from UW-Whitewater in May 2019 with a BA in Business Administration with Finance and Financial Planning. After graduation, he worked for UMB Fund Services performing a wide variety of shareholder service functions including account services, trading, and operations. Josh is excited for the opportunity to work more closely with clients in a more personalized setting.

Future goals include acquiring his CFP certification and moving to an advisory role. Josh resides in Mount Pleasant with his partner, Kyle. In his spare time, Josh is an avid gamer and enjoys attending car shows of all kinds.

Alma Mater: University of Wisconsin-Whitewater

BEN UPHOFF
BEN UPHOFFWealth Advisor and Partner
Ben joined the Vantage Financial team four years ago. His focus is developing long-term relationships with clients and providing resources and solutions at each stage of life. He received his Bachelor’s degree from the University of Wisconsin-La Crosse and an M.B.A from the University of South Dakota. 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 in Financial Literacy education programs.

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

CADE HANSEN
CADE HANSENAdvisor and Planning Strategist
Cade joined Vantage as an intern while completing his senior year at the UW-Madison where he majored in Finance, Investment, and Banking as well as Real Estate & Urban Land Economics. After graduating in spring 2021, Cade became a full-time member of the team. As a third generation in financial planning, Cade’s goal is to grow meaningful relationships with clients while assisting them in attaining financial clarity.

Cade was part of the Wisconsin triathlon team and played club lacrosse in college. He was also an executive board member for Badger Consulting, a student-run consulting group that provides pro-bono consulting for Wisconsin small businesses. In his free time, Cade enjoys golfing, playing pickup basketball, and spending time with his family.

Alma Mater: University of Wisconsin-Madison

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 (20), reside in Menomonee Falls. Now that Thomas is a junior at UW-Whitewater, the house is a lot quieter. Kris and Chuck are enjoying 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

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, have resided in Elm Grove for 19 years and have three children: Beth (17), Eric (21) and Alex (23, Trinity College Class of 2020). When Sharie is not in the office, she can be found traveling across the country and Canada to cheer on her son who plays college hockey and her youngest daughter who plays U19 hockey on the east coast.

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 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 (17), AJ (6), and Julie (5), and their adorable Labradoodle, Dash, reside in Elm Grove. With sports, school activities, a graduating senior and 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.

Tyler will be attending Concordia University in Mequon. Jamie is a realtor with the Wisconsin Real Estate Group and member of FOEGL and the American Legion Post 449.

Alma Mater: Dakota Wesleyan

ANDY MEYER
ANDY MEYERPartner and Senior Wealth Advisor
Andy joined the team ten years ago after graduating from Concordia University of Wisconsin with degrees in Finance and Marketing. Whether you are a young growing family, small business owner, or approaching an important milestone in your financial life such as retirement, you can depend on Andy to be your consistent and transparent financial resource. “I truly believe that I have the best job in the world…every day I get to help people strategize, chase milestones and navigate all sorts of financial journeys. My goal is to help clients improve their financial world while giving them some of their time back.”

He and his wife, Katie, reside in Elm Grove with their young son, Ollie, and golden retriever, Riggins. Andy is an active member of the community while supporting Leaders Who CARE (a Children’s Hospital of Wisconsin affiliate), the HOPE Network (supporting single mothers of southeastern Wisconsin) and the Elmbrook Rotary. In his free time, Andy enjoys spending time with his family (Minnesota & Upper Peninsula roots) and friends, traveling, playing hockey and golf.

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 all of 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 (18), Allie (17), Jake (16) and Erika (14). Life is busy with four active teenagers, 3 of whom are driving! In his free time, Jeremy enjoys hitting the links as often as he can.

Alma Mater: University of Sioux Falls, South Dakota

BEN UPHOFF
BEN UPHOFFWealth Advisor
Ben joined the Vantage Financial team four years ago. His focus is developing long-term relationships with clients and providing resources and solutions at each stage of life. He received his Bachelor’s degree from the University of Wisconsin-La Crosse and an M.B.A from the University of South Dakota. 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 in Financial Literacy education programs.

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

JOSHUA WOODBURY
JOSHUA WOODBURYTrader and Portfolio Analyst
Josh graduated from UW-Whitewater in May 2019 with a BA in Business Administration with Finance and Financial Planning. After graduation, he worked for UMB Fund Services performing a wide variety of shareholder service functions including account services, trading, and operations. Josh is excited for the opportunity to work more closely with clients in a more personalized setting.

Future goals include acquiring his CFP certification and moving to an advisory role. Josh resides in Mount Pleasant with his partner, Kyle. In his spare time, Josh is an avid gamer and enjoys attending car shows of all kinds.

Alma Mater: University of Wisconsin-Whitewater

CADE HANSEN
CADE HANSENAdvisor and Planning Strategist
Cade joined Vantage as an intern while completing his senior year at the UW-Madison where he majored in Finance, Investment, and Banking as well as Real Estate & Urban Land Economics. After graduating in spring 2021, Cade became a full-time member of the team. As a third generation in financial planning, Cade’s goal is to grow meaningful relationships with clients while assisting them in attaining financial clarity.

Cade was part of the Wisconsin triathlon team and played club lacrosse in college. He was also an executive board member for Badger Consulting, a student-run consulting group that provides pro-bono consulting for Wisconsin small businesses. In his free time, Cade enjoys golfing, playing pickup basketball, and spending time with his family.

Alma Mater: University of Wisconsin-Madison

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 (20), reside in Menomonee Falls. Now that Thomas is a junior at UW-Whitewater, the house is a lot quieter. Kris and Chuck are enjoying 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

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, have resided in Elm Grove for 19 years and have three children: Beth (17), Eric (21) and Alex (23, Trinity College Class of 2020). When Sharie is not in the office, she can be found traveling across the country and Canada to cheer on her son who plays college hockey and her youngest daughter who plays U19 hockey on the east coast.

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