ELM GROVE TEAM
You need a partner,
not just a financial planner.
That’s what makes us different.
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.
You need a partner,
not just a financial planner.
That’s what makes us different.
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.
JESSE NIEDERBAUMER
Managing Partner &
Senior Wealth Advisor
Jesse and Jamie are integral members of the Elmbrook Community. They are active contributors to Unity Lutheran Church, Tonawanda Elementary and the Elm Grove Junior Guild. Jamie is a realtor with M3 Realty.
Alma Mater: Dakota Wesleyan
ANDY MEYER
Partner &
Senior Wealth Advisor
Andy is a Senior Wealth Advisor and owner of Vantage Financial. He has spent the last twelve years working with families and small business owners on their unique financial planning strategies. Andy genuinely enjoys the process of helping people strategize, chase milestones, and navigate all aspects of their financial journey. Creating value while protecting the client’s time to focus on what matters most is a top priority for Andy and his team. “I want to help people take control of their time by proactively and aggressively planning for the future while hopefully having the time to enjoy the present.”
Andy and his wife Katie reside in Elm Grove with their son Ollie (3) and golden retriever Riggins (6). They are expecting their second child, a little girl, in December 2023. In their free time, the Meyers enjoy traveling, hiking, biking, playing golf and spending time on the water. Andy and Katie are active members of the community and Elmbrook church, and supporters of their alma mater.
Alma Mater: Concordia University
JEREMY GARDNER
Partner and Director
of Financial Planning
Jeremy manages the overall 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 (20), Allie (19), Jake (18) and Erika (16). Life is busy with four active kids – three have graduated and the youngest is a junior in high school. In his free time, Jeremy enjoys traveling, walking Kave (an energetic Vizsla), and hitting the links as often as he can.
Alma Mater: University of Sioux Falls, South Dakota
PHIL NYBROTEN
Senior Wealth Advisor
Phil Nybroten has over a decade of experience guiding clients through the complexities of financial planning. Formerly a senior pastor, he brings a unique ability to build meaningful relationships and offer personalized guidance. Nationally recognized by a Fortune 500 company and honored as part of their prestigious “President’s Circle,” Phil’s expertise is well-regarded in the industry.
Excited to join Vantage, Phil aligns with the team’s values and commitment to community service. He resides in Menomonee Falls with his wife Megan, their two children, Noah and Abigail, and their Goldendoodle, Luther. Megan, a pediatric nurse, shares Phil’s passion for serving others and works at a local pediatric clinic. The Nybroten family enjoys a variety of activities including hiking, hunting, boating, golfing, and traveling together.
Active members of Shepherd of the Hills Lutheran Church in Pewaukee, Phil and Megan are passionate about raising awareness for planned giving within their local church community. They also support the Children’s Hospital of Wisconsin and the Hamilton Education Foundation, reflecting their deep commitment to giving back and making a positive impact.
Alma Mater: Luther College, Luther Seminary
JOSHUA WOODBURY
Wealth Advisor
Joshua Woodbury is a Wealth Advisor with a passion for financial planning and helping clients achieve their financial goals. He holds a Bachelor of Arts degree in Finance and Financial Planning from UW Whitewater, providing him with a strong foundation in the field. His holistic approach ensures that clients receive personalized strategies that align with their long-term objectives. He excels in optimizing financial resources, managing investments, and crafting tailored financial solutions.
Outside of the financial world, Joshua enjoys spending quality time with his partner Kyle, a commercial pilot and flight instructor who shares his passion for exploration. Together, they embark on exciting journeys to various destinations around Wisconsin. A devoted car enthusiast, Joshua can often be found at car shows, indulging his fascination for all things automotive.
Alma Mater: University of Wisconsin-Whitewater
AMANDA STARK
Wealth Advisor &
Senior Tax Accountant
Amanda and her husband, Tommy, enjoy living in New Berlin with their daughter Mia (1) and 3-yr-old golden retriever. You will often find them spending time with their large families and doing house projects. They also enjoy traveling, attending concerts, and camping.
Alma Mater: Carroll University
THOMAS BAUMANN
Trader &
Portfolio Analyst
During his 2022 summer internship at Vantage, Thomas gained more insight into investment strategies, structuring portfolios, and financial research. He is excited to join the team and work with Jeremy and Josh on trading and portfolio management to make informed investment decisions aimed at meeting clients’ needs.
In his free time, Thomas golfs, plays in a men’s softball league, and enjoys watching sports, especially his hometown favorites.
Alma Mater: University of Wisconsin-Whitewater
KRIS BAUMANN
Director of Operations
Kris, her husband, Chuck, and son, Thomas (22), reside in Menomonee Falls. Thomas recently graduated from UW-Whitewater and joined the Vantage team full-time. Kris and Chuck enjoy traveling, 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
Director of Marketing
& Client Relations
She and her husband, Grant, have resided in Elm Grove for 22 years and have three children: Beth (20), Eric (23) and Alex (25). When Sharie is not in the office, she can be found traveling to the east coast to cheer on her youngest daughter who plays college hockey. A recent empty nester, she and her husband are enjoying more time for travel, hiking, cooking, and attending the theater. Sharie is an active member of the Elm Grove Woman’s Club, Elm Grove Business Association, and Friends of Elm Grove Library.
Alma Mater: Northwestern University, University of Pennsylvania, UPENN
BEN IRONS
Paraplanner
A die-hard Buckeye and Cleveland fan, Ben can be found watching and participating in sporting events in his free time.
Alma Mater: Kent State University