BMO Wealth Management Bolsters Enterprise Wealth Planning Team

CHICAGO, ILLINOIS--(Marketwired - Aug. 18, 2016) - BMO Wealth Management (U.S.) today announced that it has made strategic appointments as part of its continued commitment to bringing clients the best financial planning. The appointment of Jason Miller as National Head of Wealth Planning, supported by four Regional Leaders of Planning in key markets, will help elevate client experience through stronger planning capabilities.

In his new role, Miller is responsible for strategic development and providing customized financial planning solutions to high-net-worth individuals and families. He joined BMO in 2010 and has more than ten years of experience in financial services. Miller continues to report to Caroline Dabu, Head of Enterprise Wealth Planning. He also serves as a member of the national senior leadership team under Darrel Hackett, President, BMO Wealth Management (U.S.).

"Wealth management is first and foremost about relationships, and as a trusted partner, Jason helps our clients and their families navigate a host of decisions and potential challenges," said Hackett, President, BMO Wealth Management (U.S.). "I have no doubt he will continue to provide exceptional leadership as we build upon our planning offerings."

Further, Dave Bensema, Kris Yamano, Steve White and Steve Williams have been appointed as Regional Leaders of Planning in their markets. As well as having responsibility for wealth planning, they will have accountability for leading and coaching planning teams. They will report to Jason Miller.

"I am excited to continue to build upon the momentum of our dynamic wealth planning capabilities," said Miller, National Head of Wealth Planning. "My team now has an increased capacity to provide advanced and sophisticated personal financial planning strategies to help our clients and their families reach their goals."

Miller earned his BS in Finance, cum laude, from the W.P. Carey School of Business at Arizona State University in Tempe, AZ and his MBA with an emphasis in Finance from the Marriott School of Management at Brigham Young University in Provo, UT. Miller is a CERTIFIED FINANCIAL PLANNER™ professional.

Dave Bensema is the Regional Leader of Planning of Illinois. Since joining BMO 25 years ago, Bensema has been an award-winning, top-performing Financial Planner for the U.S. Private Bank. Bensema earned a BS in Accounting from Northern Illinois University in DeKalb, IL. He also earned an MBA in Finance from Kellstadt Graduate School of Business at DePaul University in Chicago, IL. He is an active member of the DuPage Estate Planning Council. Bensema is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional.