Our Team
Professional & courteous on your behalf
"Coming together is a beginning, staying together is progress, and working together is success." ~ Henry Ford
Trust is the cornerstone to creating lasting partnerships. Each member of our team is dedicated to the trust of our clients. Please take a look at our profiles to learn more about our consultants and staff.
Jim Biermaier
Financial Consultant/Owner
A life long resident of Hastings, Jim is an active member of the community as the former president and member of the board for the United Way of Hastings as well as a former member of the Board of Directors for Park Ridge and Augustana Care Center. He also served on the Board of Trustees for Christ’s Family Church. Jim received the 2012 Five Star Wealth Manager Award.* 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
*Five Star Wealth Managers do not pay a fee to be included in the research of the final list. The overall survey score reflects an average of all respondents and may not be representative of any one client’s evaluation.
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
Mike Pepin
Financial Consultant
Mike began his professional career as a police officer in Woodbury, MN serving as a patrol officer, sergeant and captain for 15 years. He began serving as a financial professional in 2007, and holds the Series 7 and Series 66 License and the Accredited Asset Management Specialist (AAMS) designation. Mike has a bachelor degree in Business Administration from Moorhead State University. Mike is married and has two children. He is the past president and current member of the Kiwanis Club of Prescott, WI and is on the Prescott Foundation board of trustees. Contact Mike at mpepin@rr.firstallied.com
Beth Dannenberg
Office Manager
Beth is the Office Manager at Biermaier Financial Management and lives in Hastings with her husband and son. She serves as a Growing Families Ministry leader at Christ’s Family Church and enjoys helping her community through volunteering. 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