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Our Team

Retirement should create enjoyment, not anxiety.


At Keil Financial Partners we know that figuring out retirement on your own can leave you anxious and finding the right retirement planner can be hard.

That’s why we created a 5-step retirement income plan to help you make the best choices with your money. And why we focus so much on financial education through our blog, guidebooks and Retirement Revealed podcast.


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Proud to be members of these organizations:


Learn more about our Milwaukee area team:

Jeremy Keil, CFP®, CFA, CIMA® Photo
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Jeremy Keil, CFP®, CFA, CIMA®

Financial Advisor

Jeremy loves helping people learn more about, and feel more confident about their money.

After graduating from college, Jeremy started out by selling suits at Jos A. Bank and working on different political campaigns — which probably explains his love for wearing a tie and the joy he gets when saving money for clients through a tax strategy.

You could probably guess this by the number of letters after his name, but since he started 17 years ago, Jeremy reads as many books on financial, retirement, and tax planning as he can and loves to apply that knowledge towards helping his clients.

In fact, out of over 10,000 financial advisors in Wisconsin, only six have the unique combination of being a CERTIFIED FINANCIAL PLANNER™  professional AND a Chartered Financial Analyst® charterholder.

While serving as an adjunct professor at Concordia University Wisconsin (Cedarburg), and Wisconsin Lutheran College (Milwaukee), Jeremy learned how to take complex financial topics and explain them in a way that even a caveman (I mean college student) could understand.

If he could keep college seniors awake during 8 a.m. Friday classes about corporate finance, you can be sure that while working with Jeremy you’ll know more about, feel better about, and make better decisions about your money. 

When not working on his goal to help people discover their ideal retirement strategy, you’ll find Jeremy hanging out with his wife, Robyn, and two daughters, Emery and Harper at swim, dance, gymnastics, or their church, Lakepoint, in Muskego, Wisconsin.

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John Kurcz, CFP® Photo
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John Kurcz, CFP®

Financial Advisor

John loves helping people make financial decisions that will help them reach their life goals.

John graduated with a finance degree from the University of Wisconsin Milwaukee in 2014 and continues to live in Milwaukee.  His first job was in event tickets and hospitality sales for major sporting events all around the world — this probably explains his knowledge on just about every golf event worldwide!

John entered the financial services industry through an investment focused firm, where he learned a lot but wanted to continue growing and to help people in a more comprehensive, financial way.  

He then sought out a financial planning focused firm — especially one that didn’t have a focus on commissioned investments products. He joined Jeremy’s team  in 2017, and loves helping clients look past the daily stock market moves to instead look towards the financial decisions they can control.

When he isn’t working, you can find John attending a Milwaukee Brewers, Bucks, Packers, or Badgers game or planning his next golf weekend.

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Daria Zalewska  Photo
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Daria Zalewska

Financial Planner

Daria enjoys helping others make smart and strategic decisions regarding their retirement, investments, and other tax goals so they can relax and feel confident in their financial decisions.

 

Daria started her financial planning career after serving in the United States Air Force from 1998-2018 and retired at the rank of Lieutenant Colonel. She deployed in support of numerous military Operations including Operation Enduring Freedom, Operation Iraqi Freedom, and Operation Inherent Resolve. She has been awarded the Meritorious Service Medal and Joint Service Commendation Medal.

 

She has passed the CFP® examination and is in the process of fulfilling the experience requirement for Certified Financial Planner (CFP®) certification. She holds a Bachelor of Science degree in Biology from the University of Tennessee (1998) as well as a Master of Business Administration degree and Post-Masters Certificate in Financial Planning from Saint Joseph’s University, Philadelphia, Pennsylvania (2020).

 

When she isn’t helping others fulfill their financial goals, Daria enjoys hiking, jogging and spending time with her husband Alex, and their two wonderful sons; Zealen and August.

 

Brad Hansen, MBA Photo
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Brad Hansen, MBA

Client Relationship Manager

You can see from Brad’s picture that he is the youngest in spirit, if not age, on the Keil Financial Partners team!

Brad and his wife Cathy were first introduced to Jeremy and the Keil Financial Partners as a client in 2007.

After 35 years in commercial bank and equipment finance and one year as an adjunct professor at Carroll University (Waukesha) in finance, Brad joined the team as a client relationship manager – helping interested clients learn more about our deep focus on retirement, investment and tax planning.  

Brad has lived in New Berlin over 20 years, been married to his wife Cathy for 39+ years.  They successfully got all three children through college, out of the house and gainfully employed!


Ryan Zimmerman Photo
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Ryan Zimmerman

Client Service Associate

Ryan enjoys helping people reach their life and retirement goals.

 

Ryan graduated with a finance and management degree from the University of Wisconsin Oshkosh in 2019 and currently lives in New Berlin. His first job was at U.S. Bank Mutual Fund Services as a Relationship Manager.

 

He then started a Certified Financial Planner (CFP®) course and looked for a position in a financial planning focused firm. He joined the Keil Financial Partners team in 2021 and enjoys helping clients with their financial decisions.


When Ryan is not at work, he spends his time golfing, with friends and family, or attending a Milwaukee Bucks, Brewers, or Packers game.

Ryan Toth Photo
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Ryan Toth

Finance Intern

Ryan loves to work with others to help accomplish their financial goals.

 

Ryan is currently studying at the University of Wisconsin Milwaukee pursuing a Finance degree while living in downtown Milwaukee. He is projected to Graduate in 2022.

 

Ryan started his internship with Keil Financial Partners in Fall 2020 and has enjoyed learning about and helping our clients accomplish their retirement, investment and tax planning goals.

 

When he isn’t working you can find Ryan playing lacrosse for the University of Wisconsin Milwaukee, or coaching the boys high school lacrosse team in Brookfield Wisconsin.