Our Team

Learn more about our Milwaukee area team:

Jeremy Keil, CFP®, CFA

Financial Advisor

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Jeremy Keil, CFP®, CFA, CIMA®

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.

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®

Financial Advisor

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John Kurcz, CFP®

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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Brad Hansen, MBA

Business Development

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Brad Hansen, MBA

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!

Conor Jonasson, CFP®

Service Advisor

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Conor Jonasson

Conor loves collaborating with people to help alleviate the often-stressful relationship between financial decisions and a prosperous, happy retirement.

Conor graduated with a degree in finance from Aurora University in 2017, and now lives in Milwaukee. Although originally from North Dakota, his immediate family have all migrated East and are proud Wisconsinites. Conor joined Keil Financial Partners after seeking out a firm that was not product-based, participates in holistic planning, and goes beyond the quality of work provided by your average financial advisor.

When not at work, you can find Conor either watching/playing hockey, or spending time outside with his fiancé Arielle and their two dogs.

Tiffany McPhan, MBA

Client Service Manager

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Tiffany McPhan

Tiffany joined Keil Financial Partners in 2022 when she completed her MBA at Concordia University of Wisconsin.

Tiffany spent her freshman year studying at Prairie View A&M University. She graduated with her finance degree from the University of Wisconsin Milwaukee in 2015.

Prior to joining our team Tiffany was a part of the finance team at Kohl’s Corporate for four years. She worked closely with vendors as a finance specialist.

When she is not working, you can find Tiffany attending a comedy show at the Milwaukee Improv or spending time with family.

Ryan Toth

Financial Advisor Intern

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Ryan Toth

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.

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.

Proud to be members of these organizations:

CFP Board
Financial Planning Association
Certified Kingdom Advisors
National Association of Christian Financial Consultants

Muskego Chamber of Commerce
New Berlin Chamber of Commerce
South Suburban Chamber of Commerce
Waukesha County Business Alliance

Paladin Registry
Better Business Bureau
Alignable

Our Team

Learn more about our Milwaukee area team:

Jeremy Keil, CFP®, CFA

John Kurcz, CFP®

Brad Hansen, MBA

Conor Jonasson, CFP®

Tiffany McPhan, MBA

Ryan Toth

Retirement should create enjoyment, not anxiety.

Proud to be members of these organizations:

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Retirement Revealed Report

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