BMO Harris Premier Services
|Kyle George||Michelle Acker|
|Assistant Vice President||Sr. Premier Banker|
|BMO Harris Financial Advisors||BMO Harris Bank|
Discover a highly personalized and collaborative approach to your entire financial life, one that combines the perspective and experience of a BMO Harris Financial Advisor and a BMO Harris Premier Banker. Based on in-depth conversations to understand your distinct needs and goals, your Premier Services team starts crafting your financial plan. That plan leverages an array of banking, investing,* insurance* and business planning products and services to help grow and preserve your wealth, and to re-purpose it for retirement and beyond. Your plan will provide short-term and long-term solutions that can help lay the foundation for the future you envision—and the one you hope to reach.
BMO Harris Premier Services represents a combined service approach of BMO Harris Financial Advisors and BMO Harris Bank, each a part of the BMO Financial Group. BMO Harris® is a trade name used by BMO Harris Bank N.A. and its affiliates.
BMO Harris Premier Services includes banking, deposit and loan products and services provided by BMO Harris Bank N.A. Banking products and services are subject to bank and credit approval. BMO Harris Bank® is a trade name used by BMO Harris Bank N.A. Member FDIC. BMO Harris Bank does not provide legal or tax advice.
*Securities, investment advisory services and insurance products are offered through BMO Harris Financial Advisors, Inc Member FINRA/SIPC. SEC-registered investment adviser. BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. are affiliated companies. Securities and insurance products offered are:
NOT FDIC INSURED — NOT BANK GUARANTEED — NOT A DEPOSIT — MAY LOSE VALUE.
|Guardian Life Insurance Company of America||Referred By: Brent Jensen, House Staff
Number of Referrals: 1
|Address: 8010 Excelsior Dr., Suite 200, Madison, WI 53717
|608-828-9800 ext. 262|
|Joseph Onopa||Referred By: Brent Jensen, House Staff
Number of Referrals: 1
Phone:608-828-9800 ext. 262, Email:Joseph_Onopa@glic.com
“He has helped me set up life/disability insurance and retirement accounts. He has even helped me implement an online account were I can manage my funds. It has been a pleasure working with him and will continue to work with him when graduate from residency,” says House Staff member Brent Jansen.
As a Financial Advisor, I help my clients accumulate and protect wealth throughout their lifetime. I specialize in the area of Disability Protection for Residents/Doctors, and will provide you with information regarding the major features of a policy so you can make an educated decision on your own. Please contact me so I may have an opportunity to introduce myself and discuss with you how a D.I. policy can help protect your income.
|Hanser Consulting||Referred By: Simon Oh, House Staff
Number of Referrals: 15
|Address: 5305 Comanche Way (Eastside)
|Tom Hanser||Number of Referrals: 14|
Phone:(608) 242-8819, Email:firstname.lastname@example.org
Consults and consolidates student loans at no charge. He also prepares tax returns for a reasonable fee. Will meet with you at any location and at any time convenient to you.
According to one of the many residents who has recommended him, Tom provides “exceptional financial advice” and is “very prompt and knowledgeable.”
“Excellent student loan consultant, who specializes in resident physicians’ consolidation and strategic planning. Very flexible and willing to work around busy resident schedules”
|Keshemberg Advisory||Number of Referrals: 3|
Address: 9328 Silverstone Ln #309 Verona, WI 53593
|Ryan Keshemberg, CFP||Referred By: Aaron Potretzke, House Staff
Number of Referrals: 3
“Ryan has provided outstanding advice and full consultation on all of our financial needs. Arranged a Roth IRA and made recommendations on funds. Meets with us regularly, at times that are surely inconvenient for him (although he would never let this on). His staff and facility is warm and professional. We have been greatly impressed and would recommend him to any and all of our friends and family.”
I have been meeting with Ryan Keshemberg for over two years now. He has been extremely helpful, tailoring his services to my unique situation. Very accommodating of my schedule. Practical and no pressure advice.
I would not hesitate to recommend Ryan Keshemberg. We are confident Ryan has laid down the foundation for our financial security. In contrast to other financial advisers, Ryan truly understands the unique issues that are relevant to new physicians as they transition from medical school to residency training. He is extremely knowledgeable, and genuine. Ryan is an excellent listener and incorporates his client’s goals during the entire financial planning process. He has been patient and thoughtful when explaining what would otherwise be complex financial concepts to laypersons such as ourselves. Ryan always presents himself professionally and conducts meetings with efficiency and purpose. He comes prepared and maintains good organization from meeting to meeting. Ryan has been flexible with scheduling, including meeting after regular business hours to accommodate our work days. It is without question that Ryan is passionate about his career and committed to his clients’ success.
|North Star Resource Group||Number of Referrals: 31|
Address: 2945 Triverton Pike Dr., Suite 200 (South-Central)
|Brian Hensen, CFP||Referred By: Joanna Marks, House Staff Spouse
Number of Referrals: 29
Phone:(608) 271-3669 ext. 217, Email:email@example.com
Specializes in comprehensive financial planning. Offers complimentary consultations. Recommended by several residents. Has been named to “Medical Economics” list of 150 best financial advisors for doctors.
Brian is highly recommended by many House Staff. According to one resident, “He meets with residents for free and helps you organize your life re: finances, insurance, disability, etc. We like him so much, we plan on staying with him as our financial advisor even when we move back home!”
Another resident states, “We go to Brian Hensen/Northstar for financial planning and he’s great. Brian is extremely knowledgeable, trustworthy, and responsive. I recommend him highly.”
|Jon Ylinen||Referred By: Erik Bowman, House Staff
Number of Referrals: 1
2945 Triverton Pike Drive, Suite 200 Madison WI 53711
Phone:608-271-3669 ext 299, Fax:608-271-3564, Email:firstname.lastname@example.org
According to the resident who recommended Jon: “Jon is a financial advisor with North Star Group that specializes in working with residents, fellows and attending physicians. So he has a great understanding of how the life of a resident/fellow works as well as student loan issues, etc. He is incredibly flexible in finding times to meet with my wife and myself i.e. Sunday evenings or even after 5pm during weekdays. He takes time to explain his philosophies and is in no way pushy but works with you to find the best plan for you at your current state in life. We’ve met with him several times and he helped us get life insurance, disability insurance and initial investment planning started (Roth IRA’s). We could not offer a stronger recommendation for a financial advisor than Jon!”
|Physician Wealth Strategies, LLC||Number of Referrals: 3|
|Eric A. Heiting CFP®, ChFC, CLU, LUTCF||Referred By: Jackie Van Dyke, House Staff Spouse
Number of Referrals: 3
999 Fourier Drive, Suite 300, Madison, WI (Westside)
Phone:(608) 827-2110, Cell:(608) 215-5146, Email:email@example.com
Specializes in working with physicians throughout the state of Wisconsin as well as the U.S. with regards to life insurance, financial planning* and asset management. While keeping their clients personal goals and objectives in mind, they recommend solutions and strategies which support them and strive to reach them efficiently. Your goals and dreams may change over time, and for that reason they approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws and changes in the marketplace. Providing unbiased advice centered around their clients goals and dreams and having financially secure and confident clients are the primary purposes of this practice. Currently, the firm has over 200 physicians as clients.
*Eric Heiting is a Financial Adviser for Eagle Strategies LLC, A Registered Investment Adviser. Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency. Physician Wealth Strategies is not owned or operated by Eagle Strategies LLC or its affiliates.