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Hastings (651) 437 0246
Lakeville (651) 460 2040

 

Team Members

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Jeff Myers

Financial Advisor

651-460-2040

jeff.myers@bwealthman.com

Jeff Myers has been providing financial advising services for 15 years. Jeff meets regularly with clients to understand their current challenges and goals, then provides ways to dynamically generate extraordinary results. Jeff is...

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Jim Biermaier

Financial Advisor/Founder

(651) 437-0246

jbiermaier@bwealthman.com

A life long resident of Hastings, Jim is an active member of the community as the former president and member of the board for the United Way of Hastings as well as a former member of the Board of Directors for Park Ridge and Augustana...
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Marcia Rash

Financial Advisor

(651) 437-0246

mrash@bwealthman.com

Marcia will bring over 30 years of experience working in financial services and financial analysis to Biermaier Financial Management. She received a B.S. degree in education from Mankato State University, and was with Wells Fargo...

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Jacob Biermaier

Financial Advisor

(651) 437.0246

(651) 437.0368

jake.biermaier@bwealthman.com

Jake graduated from Hastings High School and pursued a study of business at the University of Wisconsin - Eau Claire.  As a financial consultant, Jake holds a Series 7, 63 and 65 License. In addition to finance, Jake has a passion...

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Kris Biscoe

Advisor Assistant

(651) 437-0246

(651) 437.0368

kbiscoe@bwealthman.com

Kris manages our client relationships at Balanced Wealth Management. She also provides operation support for all the Financial Advisors by opening client accounts, conducting asset transfers, processing distributions from both taxable...
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Stephanie Cairney

Advisor Assistant

651-460-2040

651-460-6040

stephc@bwealthman.com

Steph manages our client relationships at Balanced Wealth Management in our Lakeville Office. She also provides operation support for all the Financial Advisors by opening client accounts, conducting asset transfers, processing...
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