Bluestem Financial Advisors, LLC

Timothy Lee is a CFP® professional at Bluestem Financial Advisors, LLC with three years of industry experience. Prior to joining Bluestem, he worked at Costco Wholesale and Chipotle. Bluestem Financial Advisors serves individuals and families across various life stages, offering comprehensive financial planning, discretionary investment management, and tax preparation. The firm emphasizes strategic asset allocation with low-cost, passively managed index funds and ETFs and provides integrated tax and advisory services through a fee-only retainer model.

Nicholas Vogel is a CFP® with six years of industry experience, currently serving as an advisor at Bluestem Financial Advisors, LLC since 2018. Prior to this, he worked for six years at Martin Hood LLC. Bluestem Financial Advisors provides comprehensive financial planning, discretionary investment management, and tax preparation services to individuals and families at various life stages, including young professionals, pre-retirees, and university professionals. The firm uses a strategic asset allocation approach with low-cost, passive index funds and ETFs and offers ongoing client engagement through retainer agreements that integrate tax and estate planning services.

Rodney Camper is a CFP® professional with five years of industry experience. He has worked at Bluestem Financial Advisors, LLC since 2019 and was previously employed by Busey Wealth Management from 2015 to 2019. Bluestem Financial Advisors serves individuals and families at various life stages, offering financial planning, discretionary investment management, and tax preparation. The firm employs a fee-only model and integrates tax and estate planning into its services, using low-cost, passively managed index funds and ETFs for asset allocation.

Jacob Kuebler is a CFP® with 15 years of experience and has been with Bluestem Financial Advisors, LLC since 2011. He serves as a part-time lecturer at the University of Illinois at Urbana-Champaign. Bluestem Financial Advisors works with individuals and families across various life stages, offering comprehensive financial planning, discretionary investment management, and tax preparation. The firm employs strategic asset allocation using low-cost, passively managed index mutual funds and ETFs, and integrates tax planning through a team that includes tax-credentialed staff.

Joshua Cutler is a CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience. He has been with Bluestem Financial Advisors, LLC since 2014, where he is part of a six-advisor team. Bluestem Financial Advisors serves individuals and families at various life stages, offering comprehensive financial planning, discretionary investment management, and tax preparation. The firm uses a strategic asset allocation approach with low-cost, passively managed index mutual funds and ETFs, and emphasizes integrated tax and estate planning services within a fee-only retainer model.

Joseph Miebach is a CFP® professional with nine years of experience at Bluestem Financial Advisors, LLC. He previously worked for Common Ground Publishing for one year. Bluestem Financial Advisors serves individuals and families at various life stages, offering comprehensive financial planning, discretionary investment management, and tax preparation. The firm employs strategic asset allocation with low-cost, passively managed index funds and ETFs and integrates tax planning and estate review into its services.