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Work with someone you can depend on.

Whether you’re just starting out or already counting down to retirement, Liberty Wealth Services can help you design a suitable plan for your financial future. Our full-service wealth management program is available to anyone, regardless of membership, at no cost or obligation.

At Liberty Wealth Services, our nine financial professionals have over 125 years of combined experience in the financial services industry. We are able to help you identify major financial objectives, recommend strategies to help you pursue financial security—or simply provide a collaborative second opinion on your financial situation.

EVSC Employee Retirement Plan Information

EVSC LogoOur educators often have unique options for retirement planning. Liberty Wealth Services works to help Evansville-Vanderburgh School Corporation employees navigate the various opportunities available to them. A dedicated Liberty Wealth Services Professional will make an onsite visit to your school/building each school year to provide convenient guidance and advice regarding your retirement benefits.

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Professional Services Offered

Retirement Planning

Individual Retirement Accounts

Life Insurance

Wealth Management

401K/Pension Rollover Services

Long-Term Care Insurance

Estate Conservation


Education Funding


And more!

Meet Our Financial Professionals

Nikki Moore

Nikki Moore

SVP of Wealth Services
(812) 437-7570

Contact Nikki
About Nikki
Joe Kiefer II

Joe   Kiefer II

Regional Director, Financial Professional
(812) 437-7570

Contact Joe  
About Joe  
Scott Taylor

Scott Taylor

Financial Professional
(812) 469-9909

Contact Scott
About Scott
Lowell Harris

Lowell Harris

Financial Professional
(502) 874-4262

Contact Lowell
About Lowell

Dakota Richardt

Financial Professional
(812) 469-9909

Contact Dakota
About Dakota

Ruthanna Goodman

Financial Professional
(502) 874-4263

Contact Ruthanna
About Ruthanna
Brian Kuester

Brian Kuester

Associate Financial Professional
(812) 469-9909

Contact Brian
About Brian

Halle Piper

Associate Financial Professional
(812) 437-7570

Contact Halle
About Halle

Check the background of these investment professionals on FINRA’s BrokerCheck.

With you every step of the way.

To schedule your no-cost, no-obligation appointment, please contact Liberty Wealth Services at
(812) 469-9909 or you may submit an appointment request online.


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Liberty Federal Credit Union [Liberty FCU] and Liberty Wealth Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Liberty Wealth Services, and may also be employees of Liberty FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Liberty FCU or Liberty Wealth Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident or any other state.

LPL Financial Form CRS

​Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit for more detailed information.