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Dave Bensema, CPA, CFP¨

Dave Bensema, CPA, CFP®

Managing Director

BMO Family Office

Dave Bensema is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.

 

Dave provides customized financial planning solutions to individuals and families as part of an overall personal wealth management strategy. He joined the organization in 1991 and has over 27 years of experience in the financial services industry.

 

Dave 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 a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

 

Dave is an active member of the DuPage Estate Planning Council and has been a recipient of the BMO Platinum Award numerous times.

Dave makes his home in Munster, IN, has three children and is an avid bicyclist.