Our Team
Professional & courteous on your behalf
We believe the foundation to building client trust is achieved in personalized, friendly service.
Take a look at our profiles below to learn more about our advisor and staff's professional experience.
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Jim Biermaier
Financial Consultant/Owner
A life long resident of Hastings, Jim is an active member of the community as the former president and current member of the board for the United Way of Hastings as well as a member of the Board of Directors for Park Ridge and Augustana Care Center. He also serves on the Board of Trustees for Christ's Family Church. Jim has extensive experience in the financial management industry including life insurance and annuity products. As a financial consultant, Jim holds a Series 7, 63 and 65 license. Contact Jim at: jbiermaier@rr.firstallied.com
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Paul Burmeister
Financial Consultant
As a financial consultant, I manage the risk of investing for my clients. I monitor your investments closely to ensure market volatility doesn't subject your portfolio to unnecessary risk and undermine your carefully thought out investment plan. As your life changes, so will your investment needs. Events such as the birth of a child, sale of a business or impending retirement require that changes be made to your portfolio to keep it aligned with your goals. I strive to accomplish this through active management. No one can successfully time the market, but I can ensure your investment portfolio has the flexibility needed to navigate different market cycles. When the market is volatile, I can help take the emotion out of investing and keep you on track to reaching your goals through constant communication and education.I provide you with investment advice, regular monitoring of your account, reporting and frequent reviews to make sure you know where your money is invested and what it is doing. I also advise employer-sponsored programs not currently under my advisory such as 401(k)s, 403(b)s, and SIMPLE IRAs. Together, we will create a personalized investment plan that will enable you to achieve your goals. For a cup of coffee and a second opinion, please contact my office to schedule an appointment. Contact Paul at: pburmeister@rr.firstallied.com
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Beth Dannenberg
Office Manager
Beth is a long time resident of Hastings and is a active member of the community as the Hastings Girls Lacrosse coach and a youth ministry leader at Christ's Family Church. Beth has a bachelor degree in history and human studies from the University of Wisconsin River Falls. She also has served as an Americorps*VISTA member, working to eliminate poverty. Contact Beth at edannenberg@rr.firstallied.com
