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The Bahnsen Group

Email address and contacts

Quick try with Brian Tong from thebahnsengroup.com

The Bahnsen Group company description

The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences. Our philosophy is our passionate commitment to the idea that a successful wealth management strategy comes from knowing our clients, and truly understanding their needs. Our vision is to be a quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients’ financial lives. The Bahnsen Group views Wealth Management as a combination of Investment Management, Advanced Planning, and Relationship Management. Our Financial Concierge Services integrates each of these elements to provide clients a cohesive and holistic experience. These services are provided by a highly specialized network of professionals with whom we’ve spent months and years cultivating relationships. While many of our services are insourced (where we’ve added people and skills within our team), many services we outsource (while still quarterbacking) so our clients have their own “family office” working for them. These services and resources will further enhance the value of your Bahnsen Group experience. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.

Key Employees

  • Brian Tong
    Director, Strategy and Communications
  • Eric Dreyer
    Director: Planning
  • Blaine Carver
    Private Wealth Advisor

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New team members of The Bahnsen Group

Evan Bozymski
Private Wealth Advisor
Drew Dill
Private Wealth Advisor
Abigail Murphy
Office Manager & Operations Associate
Reid Gustafson
Associate
Phillip Barnhill
Senior Wealth Advisor & Director of Risk Management
Kenny Molina
Director, Investment Process & Research
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