Jesse Niederbaumer

Jesse brings over 25 years of experience helping individuals and families navigate financial planning and long-term wealth management. He focuses on building lasting, multigenerational relationships rooted in trust, helping clients develop personalized strategies designed to support their evolving goals and priorities.

Jesse takes a collaborative, coach-like approach to working with clients, guiding them through important financial decisions with clarity and confidence. He is passionate about helping clients simplify their financial lives, reduce uncertainty, and create a clear, actionable path forward so they can focus on what matters most—family, career, and life.

Professional Designations and Associations

  • Bachelor of Arts, Business Management | Dakota Wesleyan University

Professional and Community Involvement

  • Youth Coach, Brookfield East Junior Spartan Boys & Girls Basketball and Football
  • Co-Founder, Student Athlete Scholarship Program

Personal Life

Jesse enjoys spending time with his family, cheering on his kids in their various activities both as a coach and a fan. He also enjoys attending Milwaukee Bucks games and spending time outdoors.