With four years of experience as a financial advisor, Jordan's passion is rooted in his personal journey, which started when he took on the role of trustee for one of his parents. Realizing he lacked the knowledge needed, he quickly understood the vital importance of financial guidance and support.

Wanting to be able to help others with more personalized and comprehensive support, he became an independent advisor. The most rewarding part of his job is being able to witness his client’s financial success. Jordan believes that when individuals have a clear understanding of their finances, they can truly enjoy and share their blessings in the ways they have always envisioned. His goal is for each of his clients to leave the meetings feeling stress-free, relieved, and equipped with a clear roadmap to their financial future.

Originally from the Fox Valley area, Jordan returned to the area after spending several years outside of the state. He resides here now with his wife, Katie, and his golden retriever, Ozzie, who brings him endless Joy!

In Jordan’s free time he enjoys golfing, smoking meats, and cooking! Him and his wife love to travel and spend time outdoors- especially by the ocean!

A transformative chapter in Jordan’s life includes a seven-month experience living in the Philippines with his grandmother, where he was able to connect with family he did not know. The experience ignited his passion for helping others to navigate their financial paths. The journey deepened his appreciation for relationships and community values he brings into practice each day.

Tyler Neuman is one of the Investment Advisors for Wisconsin Mutual Investment Group, located in Kimberly, Wisconsin. He is passionate about serving individuals, families, and business owners to help them overcome their money stressors, make better financial decisions, and save more towards their financial goals.


Prior to joining East Wisconsin Saving Bank, Tyler had spent much of his career in insurance. He has valuable experience in personal property insurance and extensive knowledge in health insurance, especially from his time leading teams of agents through the rollout of the Affordable Care Act. All in encompassing, he has over a decade of insurance and business relationship experience. This background has developed an emphasis on the importance of understanding risk tolerance when investing, so it can be prioritized while taking the steps to achieve one’s long-term goals.


Tyler is a current City of Kaukauna resident and has lived in the Fox Cities area his entire life. When he’s not spending time helping his clients protect and grow their wealth, Tyler may be found fishing, golfing, or watching a football game with friends and family. He also enjoys thrifting, be it at a dedicated business or your local garage sale.

Licenses:

Series 7- General Securities Representative

Series 66- Uniform Combined State Law

Wisconsin Health & Life Insurance

Education:
Bachelors of Science - St. Norbert College

Leah Coenen serves as the Administrative Assistant for Wisconsin Mutual Investment Group, where she manages various responsibilities including updating social media platforms, opening accounts for clients, and answering any insurance-related questions.

Leah has an education in Business, Marketing and Economics from the University of Wisconsin-Stevens point. She is also a newly licensed insurance agent and has experience in the banking and finance industry. She’s excited to continuously expand her knowledge in investments and insurance to help with all client questions and needs!

In Leah’s downtime she enjoys going for runs, traveling to new places and spending quality time with friends and family.