Joseph Miebach, Cfp® Email and Phone Number
I am a CERTIFIED FINANCIAL PLANNER™ from central Illinois. Finance may be my career path, however, I have also enjoyed my experience in human resources and customer service. Understanding both the financial and human aspects of business and life give a more holistic view of the overall health of a household or an organization. It is my ultimate goal to to mix these two fields in order to strike a balance between the technical and the personal.Bluestem Financial Advisors is a firm with a mission to guide clients to a more fulfilling life. I am excited about developing our financial planning department to both serve clients in meaningful ways and manage the processing of information, with an overall goal to bring unity to human values and computative analysis. I am inspired by entrepreneurs and small business owners that harness their passions and "life-callings" to make a living. I am also inspired by businesses that incorporate social responsibility into their mission and business operations. I am also a big fan of inspiring quotes:"Success is liking yourself, liking what you do, and liking how you do it." ~Maya Angelou"Go confidently in the direction of your dreams. Live the life you have imagined." ~Henry David Thoreau
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Lead Financial PlannerBluestem Financial Advisors, LlcUrbana, Il, Us -
Lead Financial PlannerBluestem Financial Advisors, Llc Jul 2023 - PresentUrbana-Champaign Area -
Senior Client Services AssociateBluestem Financial Advisors, Llc Jan 2017 - Jul 2023
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Accounts And Hr AdministratorCommon Ground Research Networks, Nfp Jul 2015 - Dec 2016Research Park Of The University Of Illinois Urbana-Champaign-Administering all HR processes, including local/international hiring, employment and hiring compliance, payroll, benefits, record keeping, and company culture.-Managing all aspects of Accounting, including accounts payable and receivable, payment processing, and monthly/yearly reporting.-Tracking the financial position of the organization by monitoring cash flow, budgeting, and financial analysis. -
RegistrarCarle Foundation Hospital Feb 2015 - Jul 2015Main Campus-Checking in patients to ensure timely and accurate information while providing impeccable customer service.-Maintaining privacy while collecting medical insurance and other information.-Customer service lead for the department. Worked with a team to develop front-line scripting for the entire organization. -
Customer Service ManagerCounty Market Feb 2010 - Feb 2015331 E. Stoughton St., Champaign, Il 61820-Managed the "front end" operations, which included supervising 50+ employees.-Managed hiring, timekeeping, scheduling, bookkeeping, cash discrepancies, and inventory of various products.-Ensured HR compliance in regards to hiring, employment law, and record keeping.-Ensured compliance with all governing bodies pertaining to the sale of alcohol and tobacco, as well as the transfer of money through Western Union.
Joseph Miebach, Cfp® Skills
Joseph Miebach, Cfp® Education Details
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Accounting -
General Studies
Frequently Asked Questions about Joseph Miebach, Cfp®
What company does Joseph Miebach, Cfp® work for?
Joseph Miebach, Cfp® works for Bluestem Financial Advisors, Llc
What is Joseph Miebach, Cfp®'s role at the current company?
Joseph Miebach, Cfp®'s current role is Lead Financial Planner.
What schools did Joseph Miebach, Cfp® attend?
Joseph Miebach, Cfp® attended Colorado State University-Global Campus, Parkland College.
What skills is Joseph Miebach, Cfp® known for?
Joseph Miebach, Cfp® has skills like Microsoft Office, Microsoft Word, Microsoft Excel, Human Resources, Customer Service.
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