Miedema & Associates

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.


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Advisors

Neal Miedema, Private Wealth Advisor serving the Kalamazoo, MI area - Ameriprise Advisors

Neal Miedema

CRPC

Private Wealth Advisor

Visit Neal Miedema's website
Lisa Pleiness, Financial Advisor serving the Kalamazoo, MI area - Ameriprise Advisors

Lisa Pleiness

CRPC

Financial Advisor

Visit Lisa Pleiness's website

Team

Kerissa L. Keller

Kerissa L. Keller

Client Concierge

Qualifications

  • 23 years of client service experience

  • 16 years of office management experience
  • Central Michigan University - 4 years of study in Education
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Tacy Davis

Tacy Davis

Client Service Specialist

Qualifications

  • Western Governors University, Master of Business Administration
  • Western Michigan University, Bachelor of Arts, Double Major: Latin and Political Science
  • 10 years of Management Experience
  • 13 years of Customer Service Experience

  • 4.5 years of Banking Experience
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Drew Bowen

Drew Bowen

Financial Planning Specialist

Qualifications

  • Grand Valley State University, Bachelor of Science, Major: Finance
  • 7 years of Customer Service Experience

  • 2 year of Financial Industry Experience

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