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Dennis A. Christiansen
Partner

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Dennis Christians brings more than 30 years of experience to Secured Retirement Strategies Group in qualified plans, nonqualified executive retirement benefits and bank-owned life insurance (BOLI) plan designs. As a member of the executive leadership team at Bank Compensation Strategies, and later Clark Consulting, his expertise offers clients a clear and trusted perspective of the potential risk exposure to long term care (LTC) on their retirement strategies.

Dennis’s interest in pursuing the development of a new start-up company at age 63 was motivated by the solution he and his wife found for their LTC needs. Seeing friends and family experience the difficulties that LTC issues presented, they took a serious look at the options available to resolve LTC risks.

Surprised at the simple, efficient and effective solution that properly designed products provided, he realized that many of his past retirement planning clients needed to hear about these products and become educated on their LTC exposure. Beyond the risk exposure to individual assets, the risk to their retirement lifestyle and the lifestyle of their children were significant driving concerns to start this company.

Dennis earned a Bachelor in Business Administration degree in Finance and Accounting from the University of Wisconsin – Milwaukee. He has been licensed in life and health insurance since 1976 and has provided presentations on executive compensation and BOLI to many financial institution groups around the country.

Residing in Whitefish Bay, Wisconsin with his wife Kathleen, they have four daughters and eight grandchildren who all live in the area.

 

Susan Aumiller

Susan W. Aumiller, CLTC
Partner

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Susan Aumiller has served the financial services industry for more than 25 years. As an executive and educator, she is committed to helping individuals and their families secure their financial assets, futures and dreams through Secured Retirement Strategies Group.

Susan’s focus on long term care (LTC) began while working with community banks at Clark Consulting. As a marketing executive, she was instrumental in the development and implementation of educational programs focused on LTC plans as part of a complete benefit program for executives and directors.

Susan holds the CLTC (Certified in Long-Term Care) designation and has specialized in LTC planning for the past 10 years. Based on personal experience, Susan is dedicated to educating clients on the growing relevance of LTC and addressing the magnitude of its impact on families and the workplace.

Susan earned a bachelor’s degree in Sociology from The Ohio State University in Columbus, Ohio. She became life and health insurance licensed in 2003.

They have two married sons and enjoy grandchildren who live close-by as well as a granddaughter who resides in Colorado. Bob and Susan enjoy participating in bike rides to raise money to find cures for causes that have affected those they love.

Jamie B

Jamie Boehlke, CCP
Client Relationship Manger

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Jamie Boehlke brings more than 20 years of experience serving corporate and individual clients with their nonqualified benefit and insurance programs. He specializes in plan design, medical underwriting, implementation and plan administration.

Jamie began working for Bank Compensation Strategies (later, Clark Consulting) in 1994. He is instrumental in developing the role of Client Relationship Manager to serve the specialized needs of more than 2,000 corporate clients.

His connection and understanding of the need for long term care is personal as well. In the final years of his grandmother’s life, Jamie helped coordinate her in-home nursing care and medical appointment logistics.

Jamie earned a Bachelor of Arts degree in Economics from Princeton University in Princeton, NJ.  He has been licensed in life and health insurance since 1994. Jamie also earned his CCP (Certified Compensation Professional) designation in 2004.

Jamie resides in Mequon, WI with his wife, Janet, and their three children.

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