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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 eight 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

Insurance

Education Funding

Annuities

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

Program Manager, Financial Professional
(812) 437-7570

Contact Joe  
About Joe  
Steve Nilssen

Steve Nilssen

Financial Professional
(812) 469-9909

Contact Steve
About Steve
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
Joe Bishop

Joe   Bishop

Financial Professional
(615) 800-5520

Contact Joe  
About Joe  
Adam Roth

Adam Roth

Associate Financial Professional
(812) 469-9909

Contact Adam
About Adam
Brian Kuester

Brian Kuester

Associate Financial Professional
(812) 469-9909

Contact Brian
About Brian

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.

REQUEST YOUR COMPLIMENTARY APPOINTMENT

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.