Our Mission

We help busy families make smarter money decisions so they can spend more time on the truly meaningful things in life.
Jordan Nietzel standing in Trek Wealth Planning's office
FOUNDER & FINANCIAL PLANNER

Jordan Nietzel, CFA, CFP®

EXPERIENCE

I have spent my entire career in financial services. I have guided military veterans through the mortgage process, helped small businesses secure working capital loans, and led the investment strategy for a Forbes Top 100 investment advisor. The common thread throughout my career is a desire to serve others with my expertise in finance.

EDUCATION

I earned my bachelor’s degree in Business Administration from the University of Missouri. I am a CFA Charterholder and CERTIFIED FINANCIAL PLANNER™.  I am a lifelong learner and love exploring other disciplines such as technology, science, and theology.

A man and a young boy at a football game.
A family posing for a picture in a field.
FAMILY

My wife, Kari, and I live in Columbia, MO with our 3 kids, Maelyn, Daxton, and Hudson, and our Goldendoodle, Mick. We love being active and getting outdoors as much as we can. I am a self-proclaimed beer snob, aspiring homebrewer, and enjoy visiting local breweries. When I’m not creating financial plans, you may find me watching the NBA or my alma mater, the Missouri Tigers.

5 Things You Need To Know
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Favorite Musical Artist
Zach Bryan
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Favorite Restaurant
CC's City
Broiler
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Favorite Sports Team
Missouri
Tigers
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Favorite Brewery
BKS Artisan
Ales
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Favorite Board Game
Settlers of
Catan
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