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Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 4pm

Paramount Financial Strategies

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Oconomowoc, WI
Paramount Financial Strategies

Paramount Financial Strategies
A Financial advisory practice of Ameriprise Financial Services, LLC

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08/25/2026

Thank you everyone who stopped out at our event last week in Janesville! Everyone on the team was surrounded with great company, good food and some cold beverages!

08/14/2026

Great teams aren’t only built in meetings, sometimes the best way to grow is outside of the office.
Last Thursday, our team took to American Family Field to enjoy a day of baseball and bonding! ⚾️

08/12/2026

Congratulations to our very own Patrick Bortz for his recognition as a 2026 Best-in-State Next-Generation Wealth Advisor! www.forbes.com/lists/best-in-state-next-gen-advisors/

08/04/2026

Continuous learning is an important part of serving our clients well. In June, Patrick traveled to New York to attend the J.P. Morgan Conference, gathering insights on the latest market developments and economic trends to help support informed financial planning decisions.

07/28/2026

Paramount goes to Western Ontario Canada! Our own Nick Lenski is taking the week off fishing for his 25th annual fishing trip! Take in these views from the shore at camp.

07/22/2026

Sure is a beautiful morning here at Paramount. Hope everyone has a wonderful day!

07/09/2026

Please join us in welcoming our second intern this summer, Hayley Indermuehle!

Hayley is a 2024 graduate of Arrowhead High School and is currently attending Marquette University, where she is pursuing a degree in Finance and Marketing.

During her time with us, Hayley will work closely with our advisory team, learn the ins and outs of portfolio management, and gain hands on experience of the financial services industry.

We’re thrilled to have Hayley on the team and look forward to seeing all she accomplishes during the time with us. Welcome aboard!

06/30/2026

Please join us in welcoming one of our interns this summer, Quentin Duero!

Quentin is a 2023 graduate of Oconomowoc High School and is currently attending the University of Wisconsin-La Crosse, where he is pursuing a degree in Finance.

He's excited to dive into the financial services industry, gain hands-on experience, and most importantly, help people along their financial journey.

We're thrilled to have Quentin on the team and look forward to seeing all he accomplishes during his time with us-welcome aboard!

(Stay tuned to meet intern number two!)

06/23/2026

We are proud to announce that our very own Patrick Bortz has qualified yet again for the Five Star Wealth Manager Award this year. Also, Reb Bortz has been named to Forbes "Best-In State Wealth Advisors" list for 2026. Way to go guys and keep up the great work!

04/17/2026

Breaking news (from November)...
We're slightly behind on this, but that won't stop us from officially welcoming Nick Lenski, who joined our team back in November as our Operations Manager.

He's already been keeping things running smoothly behind the scenes, even representing us on the road, recently spotted in El Dorado, Texas with his wife Chelsea rocking Paramount Gear.

So yes, this intro is a few months late, but he's been a great addition from day one. Welcome to the team, Nick! (And welcome to Facebook, finally!)

Address

121 Saint Paul Street
Oconomowoc, WI
53066

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Website

https://www.ameripriseadvisors.com/team/paramount-financial-strategies/

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