I have built my Edward Jones practice on a strong foundation of experience and dedication to my clients. I serve the financial, insurance and investment needs of professionals and small business owners, as well as families preparing for and currently enjoying retirement both locally and nationwide.
Together with my branch office administrator, Crystal, I use an established process that is both proactive and personalized. As partners with our clients, we are straightforward and responsive, and work to simplify the process so our clients can focus on achieving their life’s goals.
In addition to my 13 years of experience at Edward Jones, I also worked as a consultant to financial advisors on insurance solutions, where I gained valuable perspective that I share with clients. I graduated from Wabash College, and since then have received the AAMS® and CFP® professional designations.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I have attended the Edward Jones Leaders Conference as well as the Managing Partners Conference, an honor reserved for the firm’s top 400 financial advisors. I also attended the 2019 Barron’s Magazine Top 100 Financial Advisors Summit.
In the community, I am a member of the Michiana Estate Planning Council, South Bend Rotary Club board of directors and president of the Studebaker National Museum board of trustees. When not working or volunteering, I can be found with my wife, Ashley, prepping for downhill ski season at Beacon Health & Fitness, or winding down the week at a local restaurant with a glass of cabernet.
- 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
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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