These three words describe who we are and guide us as we help our clients plan, live and enjoy their lives.
As individuals and as a team, we set goals and establish plans to achieve them. Individually and collectively, we have a strong work ethic; working hard while seeking work-life balance and enjoying life along the way.
A client of ours can be assured of our commitment and compassion, and that each of us will go above and beyond to serve and care for each client.
And, like any high performing team, we constantly strive to refine and improve.
We are excited to announce that Brian Konish, Managing Director - Investments, has been named a 2025 Forbes Best-In-State Wealth Advisor!
See Full List of Winners 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). See full disclosure.
Meet Our Team
Setting a high standard in the industry for providing integrated private wealth management services is only possible with an experienced and dedicated team.
Our team offers decades of experience, top industry credentials and the passion and commitment to help our clients build and protect their hard-earned assets.
Brian Konish, CFP, CPWA
CERTIFIED FINANCIAL PLANNER
Certified Private Wealth Advisor
Managing Director - Investments
Chad Besegai, MBA, CFP, CPWA, AAMS
CERTIFIED FINANCIAL PLANNER
Certified Private Wealth Advisor
Managing Director - Investments
Bonnie Keller, AAMS
Accredited Asset Management Specialist
Financial Consultant
Specialized Resources
To support your financial needs we can assemble a team of Wells Fargo specialists that will work with you and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.
Sarah Munson, CFP®
Sarah Munson, CFP®, is a Wealth Strategist at Wells Fargo Bank, N.A.1,2 in the Wealth & Investment Management division. With more than 20 years of financial services experience, Sarah helps clients develop customized estate3, wealth, and legacy plans based on their personal values, asset growth, and wealth transfer goals.
Tim Rahr, CEPA®
Tim Rahr, CEPA®, is a Wealth Planning Strategist at Wells Fargo Bank, N.A.1,2 who helps business owners consider various business succession alternatives and strategies. Tim advises business owners with ownership transition alternatives and strategies by offering education, industry and market insights, and panning guidance regarding business transition, succession, and governance.
1Bank products and services are offered through Wells Fargo Bank, N.A., Member FDIC.
2Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
3Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
2Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
3Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
Defining Integrated Wealth Management: Quarterbacking a Coordinated Effort with Your Other Trusted Advisors
Our team works with our clients’ trusted advisors to establish and actively manage an integrated private wealth management plan. From trust and estate attorneys to accountants and business advisors, you can be assured we are quarterbacking the effort so the various elements are coordinated and prioritized.
Should a client need an introduction to a trusted professional, our team will assist to create and maintain a comprehensive approach to managing your wealth and giving you confidence.
