Our Mission
We help busy families make smarter money decisions so they can spend more time on the truly meaningful things in life.
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.
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.
