Hertel & Konish Wealth Management Group

We strive to deliver premier-level client service and to promote long-term client relationships. We pride ourselves on maintaining the trust of the clients we serve, which helps us plan for and facilitate wealth transition strategies and liquidity events, such as selling a business or executing closely-held stock options.


Ron Hertel, CFP®, CIMA®
Managing Director Investments

Ron Hertel is Managing Director – Investments of the Hertel & Konish Wealth Management Group of Wells Fargo Advisors. Ron has been a CERTIFIED FINANCIAL PLANNER™ professional since 1984 and received his Certified Investment Management Analyst® designation sponsored by the Investment Management Consultants Association in conjunction with the Wharton School of Business in 2001. Learn More

 

Brian Konish, CFP®, CPWA®, AIF®
First Vice President — Investments

Brian has been a Financial Advisor since 1999 and now serves as the Group’s Director of Wealth Management.  As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor® , Brian is able to assist professional executives and help owners of privately held businesses prepare for future liquidity events.  He received a BA degree in accounting and finance from Merrimack College and has remained active with his alma mater, returning to give lectures on finance, mentoring students and serving on the Advisory Council to the Girard School of Business. Learn More

 

Chad Besegai, MBA, CFP®, AAMS®
First Vice President — Investment Officer

Chad began his career as a Financial Advisor in 2005, and is now a First Vice President - Investment Officer, serving as one of the group's lead client advisors.  As a CERTIFIED FINANCIAL PLANNER™ professional, Chad develops and implements comprehensive wealth management strategies to help clients achieve their unique goals. He received a BS from Tufts University in Civil Engineering and earned a MBA with a concentration in Finance from the Carroll School of Management at Boston College. Learn More

 

Bonnie Keller, AAMS®
Financial Consultant

Bonnie joined Hertel & Konish Wealth Management Group in 2001 as the team's client operations specialist. A strong commitment to professional development has led to Bonnie's role evolving beyond administrative responsibilities.  She now serves as the team's internal case manager, coordinating the WealthPoint Advantage process which includes preparation for client portfolio reviews, follow-up items and Envision® Plan updates.  Learn More

 

Emily Lesher

Client Associate

Emily joined Hertel & Konish Wealth Management Group in 2017 serving as the team's first point of contact and liaison between clients and various departments within Wells Fargo Advisors.  Learn More