It is my pleasure to serve the financial, insurance and investment needs of professionals and small business owners, as well as families preparing for and currently enjoying retirement. Working alongside my branch office administrator, Crystal, our mission is simple: With a focus on honest, caring relationships and world-class service, we give our clients confidence in their financial future.
My father was a financial advisor for 30 years. His influence has had a perpetual impact on my practice and my team. Like him, we show up, work hard and deliver on our promises. We pride ourselves on those things that we can control – such as our proactive approach, mindset, high standards and willingness to adapt.
I graduated from Wabash College with a bachelor’s degree in political science and later earned the Accredited Asset Management Specialist™ and CERTIFIED FINANCIAL PLANNER™ professional certifications. Licensed in a variety of states, I am able to serve clients both locally and nationwide.
I’m certainly not in this line of work for the accolades but recognition locally, within Edward Jones and nationally is always a humbling acknowledgement that we are hitting the mark for our clients. These include:
- 2022 Forbes Best-in-State Wealth Advisors and Next-Gen Best-In-State Wealth Advisors (Source: Forbes.com, 8/3/2022, data as of 3/31/2022)
- 2021 Forbes Top 500 Next-Gen Wealth Advisors
- Invited to attend the 2019 Barron’s Magazine Top 100 Financial Advisors Summit
On a personal note, I am a member of the Michiana Estate Planning Council, the South Bend Rotary Club and president of the Studebaker National Museum Board of Trustees. When not in the office or volunteering, I enjoy time with my wife, Ashley, and our daughter, downhill skiing in the winter months, or winding down at a local restaurant with a glass of cabernet at the end of the week.
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Intergenerational Planning
My Personal Interests
- Wine Collecting/Enthusiast
- Art & Theater
Office Address431 S Main St
South Bend, IN 46601 opens in a new window
Phone NumberLeo E Priemer at (574) 289-9292
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
- Web Conferencing
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