Since 1999, BMG has developed a reputation for providing tailor-made solutions and valuable services to top-tier business owners throughout the Midwest. As representatives of Northwestern Mutual, we provide our clients access to the resources of a world class financial institution along with the service that can only be provided by a boutique firm.
The BMG team continues to grow, and draws upon a combined experience of 100 years to provide innovative solutions and valuable services to financial institutions, high net worth individuals, and owners of privately held companies.
Bryan graduated from Lawrence University in Appleton, Wisconsin with a B.A. in Economics, with an emphasis on Finance. After interning at Drexel Burnham Lambert, Bryan joined Northwestern Mutual in 1990. Bryan and Sy Maleki founded BMG in 1999. Bryan specializes in creating financial strategies for privately held companies and banks.
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 graduated from University of Wisconsin-Milwaukee in 1988 with a B.A. in Economics and Finance, and entered the field of Commercial Lending. The son of an immigrant physician, Saede, who is known professionally and personally as Sy, subsequently made the decision to focus his career on helping people pay attention to their financial health.
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 was educated in Wisconsin and Spain. She graduated from St. Norbert College in De Pere, Wisconsin in 2000 with a bachelors degree in Business Administration and Spanish. She started her career at Northwestern Mutual shortly thereafter.
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.
Steve graduated from Cornell University in 1991 with a B.S. in Finance and Marketing and began his career trading currencies in the pits of the Chicago Mercantile Exchange. After earning his MBA at Kellogg’s School of Management, Steve transitioned into the next phase of his financial career working on Wall Street. Over the next 20yrs, Steve was instrumental in building out Robert Baird’s institutional sales & trading platform, where he eventually left to run the trading desk at L.A. based Wedbush Securities.
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 graduated from UWM with a B.B.A in Finance and B.A. in German. After college, he spent 7 years working in U.S. Bank’s hedge fund and private equity division before joining Northwestern Mutual’s corporate office in 2014 as a financial consultant to NM’s regional offices throughout the country. Mike joined BMG in 2018 as an Associate Wealth Management Advisor and Director of Investments. Mike is a CFA Charterholder, is fully licensed in insurance and holds his Series 7 and 66 securities licenses.
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.
A graduate of the University of Wisconsin-Milwaukee in 2009 with a B.S. in Marketing and Finance, Jessica started her career in the industry upon graduation. She has grown her career and knowledge by working alongside many of the industries finest. She joined BMG in 2013, and is fully licensed in insurance. She also holds her Series 6 and 63 securities licenses.
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.
Becky got her start in the financial industry in July of 1996 when she was an intern with Northwestern Mutual’s corporate office. After gaining experience in several departments, she joined the service arm of BMG in October 2002. In order to provide the group’s clients with the finest service possible, Becky has become fully licensed for risk-based products and has earned her Series 6 and 63 securities licenses.
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, Molly and Zoey. To relax after a hard day’s work at BMG, Becky likes to kick up her feet and watch TV shows on Netflix.
Mike graduated from UW-Madison with a B.B.A in Finance, Investment and Banking. After college, he spent 13 years with Northwestern Mutual’s corporate office in a variety of positions across operations, accounting, wealth management, and financial planning teams. Prior to joining BMG, he led the concierge planning team in the home office which consists of attorneys, CPAs, CFAs, and CFP® professionals that support high net worth clients on their sophisticated planning needs.
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 graduated from Marquette University in 1999 with a B.S. in Finance. During his college years, Bill served as an intern with M&I Bank, and joined the bank full time upon graduation. He worked at Strong Funds for two years prior to joining Northwestern Mutual’s corporate office. He worked in the Wealth Management department for seven years before joining BMG in 2010. An Associate Wealth Management Advisor, Bill is fully licensed in insurance and also holds his Series 7 and 66 securities licenses.
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.)
Paul graduated from UWM with a B.B.A. in Finance. He began his investment career with M&I Marshall & Ilsley Bank as a trader on the bank’s Investment Desk. After earning his MBA from Cardinal Stritch University, Paul transitioned into a role as a portfolio manager with BMO Harris Private Bank. Over a 20 yr career as an investment professional at large institutions, he found in BMG a team that offers the best in financial advising as a high-touch, holistic planning firm. Paul joined BMG in 2019 as an Associate Wealth Management Advisor.
Paul is responsible for investment portfolio reviews & analysis, investment portfolio implementation/trading, performance reporting, investment portfolio proposal & asset allocation.
Paul married Debra in 1995 and have two sons, Jackson & Mitchell. Together, they enjoy attending their boys soccer games in various leagues across the country. Paul has been a competitive cyclist, while competing in criterium and road racing in the Midwest.
Melissa graduated from Marquette University in 2007 with a B.A. in History and minors in English Literature and Philosophy. She joined Northwestern Mutual in 2014 as an Associate Financial Representative working with multiple Financial Advisors before joining BMG in April 2017. She currently holds her life, accident and health licenses along with her Series 6 and 63 securities licenses.
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.