MEET THE TEAM
Our team understands that at the end of the day, we work for our clients—not our firm. And when you’re running a business or maintaining a highly successful career, you need someone looking out for your best interest. We’re here to provide the dedicated, consultative support you deserve, and we’re committed to making your life a little bit simpler every day. With highly-specialized experts collaborating to enhance each area of your plan, you can trust we’ll take care of everything for you—so you can get back to what you do best.
The Financial Times 400 is intended to provide a snapshot of the best financial advisers for the investors who use them, and our team is proud to be a part of it.
THE FINANCIAL TIMES “TOP FINANCIAL ADVISERS” LIST (APRIL 2020). PRODUCED ANNUALLY BY IGNITES RESEARCH, ON BEHALF OF THE FINANCIAL TIMES. DATA AS OF 6/30/2019. NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.
Bryan B. Beauchamp CLU®, ChFC®
Principal and Private Wealth Advisor
Bryan has continued his education, earning his Chartered Life Underwriter and Chartered Financial Consultant designations. The industry recognizes those professionals whose knowledge and expertise results in extraordinary levels of customer satisfaction. As a Northwestern Mutual Wealth Management Advisor, Bryan has earned this recognition 11 times.
Bryan married Elizabeth in 1995. They have three children, Grace, Christian and Benjamin, and live in Mequon where they are members of Lumen Christi Parish.
His outside interests include memberships in: The Executive Committee (TEC) in Milwaukee; the River Wildlife in Kohler, Tripoli Country Club, and University Club. Bryan is also a Charter Member of Discoverer’s Society for Discovery World Museum on Milwaukee’s lakefront.
Bryan is an accomplished euphonium player, which makes him as comfortable reading music as he is with financial statements.
Saede P. Maleki CLU®, ChFC®
Principal and Private Wealth Advisor
Sy joined Northwestern Mutual in 1990. Over the years he has developed a broad financial services capacity centered on the importance of helping clients develop one comprehensive plan for all of their financial needs. As a logical step in this process, Sy and Bryan Beauchamp founded BMG in 1999.
Committed to providing the best possible advice within this client-centered approach, Sy earned his Chartered Life Underwriter designation in 1995 and his Chartered Financial Consultant designation in 2001. The industry recognizes those professionals whose knowledge and expertise results in extraordinary levels of customer satisfaction. As a Northwestern Mutual Wealth Management Advisor, Sy has received this recognition 15 times in the last 16 years.
Sy married Katie in 1995. They have 4 children, Charlie, Isabelle, Oliver and Lillian and live in Mequon, where they are members of Ozaukee Country Club.
Sy is an enthusiastic coach for many of his children’s sports. He was a founder of Boys of Summer Select Baseball Academy (BOSS), and currently serves as the organization’s treasurer. In season, Sy finds time to relax either with a golf club in his hands or snow skis on his feet. Family time is also spent at their vacation home in Door County.
Gina focuses on developing long-term client relationships and in providing quality service, and is justifiably proud of the recognition she has received for doing so. In her first year as a financial professional, Gina was saluted for her work with her clients; She was named the top female producer amongst her Northwestern Mutual peers in the Midwest in 2004. Since then she has received numerous awards and recognition.
Gina utilizes her extensive knowledge of life insurance, disability income insurance and estate planning to provide expert guidance to individual and business clients on insurance, investment and retirement strategies. She achieved her Certification in Long Term Care (CLTC®) designation in 2008.
Gina lives in Muskego with her wife Renee and their two terriers, Ruby and Rosie, otherwise known as “the girls” for those who know them best! Gina and Renee love to travel, spend time with family and spend time at their lake house in Mauston, WI.
Despite his success on Wall Street, Steve found himself continually being drawn to the challenges and rewarding nature found within Private Wealth Management. As a result, Steve has spent years preparing himself to enter the wealth management field, getting credentialed, and licensed. Steve has earned the Certified Private Wealth Advisor® certification. Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach.
After a very long and deliberate search, Steve chose to join the BMG team after having found, what he proudly states, “a team offering the best of both advisory worlds - the high-touch, holistic planning found at boutique firms, coupled with all the firepower and resources that come with being affiliated with a world class financial institution!”
Although Steve grew up in Valparaiso, Indiana, he spent 6 summers skiing and competing for the Min-Aqua Bats water ski show, where he would meet his eventual wife, Katie Zore. After getting married in 2000, they have been kept busy raising their 2 boys, Evan and Colby, and 2 black labs in Mequon, WI. Steve does his best to find time to hunt his black labs, saying “yes” to any snow ski trip that is suggested and coaching a myriad of youth sports, including Cardinal Football, Mustang Wrestling Club and any other team that is short of “volunteering dads.”
Mike leads our investment management for client accounts and is responsible for asset allocation, investment selection, trading and educating clients about their investments. Simply put, Mike ensures that our clients can feel secure in knowing that their investment plan matches their financial plan.
Mike lives in Wauwatosa with his son Isaak and enjoys reading, spending time at the lake, and competing in triathlons in his spare time.
Will obtained his undergraduate degree from Indiana University-Bloomington with a B.S. in Finance and Operations Management and began his career as a management consultant helping large health systems across the country generate greater net patient revenue, increased visit volume and an improve patient experience. After earning his MBA from the University of Chicago, Will transitioned to the next phase of his career working on Wall Street. He spent nearly 10 years as both a sell side equity research analyst at Robert W. Baird and as a member of Artisan Partners Growth Team. Will joined BMG in 2023 as an Associate Wealth Management Advisor and Director of Investment Research. Will is fully licensed in insurance and holds his FINRA Series 7 and 63 registrations.
Will lives in Whitefish Bay with his wife and two daughters. In his spare time he enjoys attending his children’s activities, playing golf, reading and spending time outdoors.
Jessica works closely with the team and our clients to provide well thought out strategies and world-class solutions that are unique and client focused. She has a passion for education and guiding clients toward financial success while delivering the ultimate client experience. She ensures that BMG stays on top of your expectations in a timely, proactive and responsive manner.
Jessica lives in Pewaukee and enjoys spending time paddle boarding, TRYING to wakeboard and fishing on Pewaukee Lake. She also enjoys beach volleyball (she secretly wants to be Olympian Kerri Walsh), horseshoes, running and playing recreational sports.
Michael T. Herbstreith CFA®, CAP®, RICP®
Director of Strategic Development
Mike leads our strategic financial planning efforts that support clients on their financial planning needs. Mike takes a multi-discipline approach with a focus on estate planning, business succession, executive compensation, charitable planning, and retirement planning that integrates with investment management and insurance ideas. Mike’s priority is to always to first listen to the goals and concerns of clients, and then to develop strategies that deliver the highest probability of achieving success. He collaborates with centers of influences with the goal of developing a high performing financial advising team.
Mike lives in Greenfield with his wife Lisa and his three children: Logan, Hollie, and Conor. In his spare time he enjoys watching sporting events, playing guitar, and attending his children’s activities.
Bill leads our financial planning process to provide the highest quality personalized plans for clients. He focuses on bringing all aspects of a client’s financial situation together so it can be viewed as a singular strategy. He provides an analysis of your social security, summarizes your estate plan, and identifies your life goals to connect all the pieces of the planning process.
Bill lives in Pewaukee with his wife Jennifer and their 5 children. (He will have no time for hobbies for the next 15 years.)
Once individuals or institutions become clients, Becky’s work begins. Her responsibilities include the smooth flow of all life, disability income and long term care insurance processes, making sure that the commitments made during the planning process are fulfilled. In addition to working closely with our clients to maintain and service their insurance programs, she also oversees various aspects of the practice’s day to day operations.
Becky lives in Brookfield with her husband Zac. Together they enjoy travel and camping, as well as playing with their dogs, Nori and Leila. To relax after a hard day’s work at BMG, Becky likes to kick up her feet and watch TV shows on Netflix.
With a wide range of customer service experience in banking, guest services and financial planning Melissa is able to deliver exceptional customer service and exceed client expectations.
In her spare time, Melissa enjoys hanging out with her family, baking with her daughter, Kylie and reading if she can find some quiet time.