Our Mission

Impact as many lives as possible through quality financial planning and unparalleled service.

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. In my spare time you may find me studying complexity theory, coding in Python, or reading C.S. Lewis.

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 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

Favorite Musical Artist

The Teskey Brothers

Favorite Restaurant

CC's City Broiler

Favorite Sports Team

Missouri Tigers

Favorite Brewery

BKS Artisan Ales

Favorite Board Game

Settlers of Catan

Ready to Schedule a Free Introductory Call?