Miedema & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Neal Miedema

Neal Miedema

Private Wealth Advisor

Visit Neal Miedema's website
Lisa Pleiness

Lisa Pleiness

CRPC®

Financial Advisor

Visit Lisa Pleiness's website
Robert Carper

Robert Carper

Associate Financial Advisor

Visit Robert Carper's website

Team

Kerissa L. Keller

Kerissa L. Keller

Office Manager,

Client Service Manager

Qualifications

  • 21 years of client service experience
  • 15 years of office management experience
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Tacy Davis

Tacy Davis

Financial Planning Specialist,

Operations Specialist