Kenneth Kehrer, PhD
Phone: (919) 533-6241
Dr. Kehrer has been studying the transformation of banks and credit unions to financial services stores since the early 1980s. His research has influenced the metrics that a generation of industry practitioners use to assess their businesses and assimilate best industry practices. Read more.
Peter G. Bielan
Phone: (770) 331-1280
Mr. Bielan has been an active participant in the bank-owned retail investment and insurance industry since 1985. His roles have encompassed advisor, sales manager, and president of the retail broker/dealer for two of the 15 largest U.S. banks. Read more.
Phone: (919) 533-6241
Ms. Kehrer directed the information services and survey business of Kenneth Kehrer Associates, including the Kehrer Bank Fixed Annuity RateWatch and RateWatch Plus [which monitored the features and pricing of the best selling fixed annuities through banks], the Monthly Bank Investment Services Monitor survey of large banks, the Monthly Community Bank Brokerage Survey, quarterly surveys of bank annuity and mutual fund sales, and the company's hallmark information service—the Annual Kehrer Financial Institution Investment Program Benchmarking Survey. In addition, she was the author of the annual Bank Investment & Insurance Services Compensation Study, and co-author with Dr. Kehrer of the BISA Quarterly Productivity and Performance Report and Annual Industry Trends Study. The information services and survey business was sold to LIMRA, which carried on the studies through Kehrer LIMRA and subsequently BISRA. After the termination of BISRA, many of these studies continue to this day, as other firms have copied their methodology.
At Kehrer Bielan she contributes to the strategic direction of the firm, and manages the firm’s technology.
Prior to the formation of Kenneth Kehrer Associates she was an analyst and survey manager at a Princeton-based think tank.
Phone: (919) 903-9043
As director of research at Kehrer Bielan Research & Consulting, Tim Kehrer oversees the firm’s survey research activities, including the annual TPM Survey, Credit Union Benchmarking Survey, and the Bank Broker Dealer Survey. He has also been a driver of the firm’s consumer research using the MacroMonitor database, the gold standard of consumer financial surveys, conducted every other year by the Consumer Financial Decisions group of Strategic Business Insights.
He is co-author of a study of the opportunity for credit unions in offering investment services, the landmark study of the value of an investment client to a bank or credit union, and a study of how to create an effective compensation plan for Financial Advisors in credit unions.
Mr. Kehrer joined Kehrer Bielan Research & Consulting after a successful career in political management that included stints on three winning campaigns for the U.S. Senate. He worked for the independent expenditure arm of a national party committee where he studied public opinion surveys and focus group research from across the country as part of the production and deployment of television and radio advertisements. In addition to his time on the campaign trail, he served as a senior advisor in the U.S. Senate and worked for the Senate Committee on Finance.
Mr. Kehrer holds a BA in government from Georgetown University.
Leigh Van Heule CFP®, AWMA®, CRPC®, CRC®
Phone: (224) 383-4964
Ms. Van Heule directs the financial planning consulting practice at Kehrer Bielan Research & Consulting, helping firms across the country realize the potential in financial planning. As an advisor she grasped that understanding her clients’ needs, wants, and wishes empowered her to offer solutions to achieve what was important to them, and realized that she wasn’t selling, but building relationships. Based on that experience, she spent the next decade coaching advisors at JPMorgan Chase, PNC Investments and most recently at BMO Harris Financial Advisors where she transformed its financial planning program. Ms. Van Heule is now providing that expertise and energy to firms looking to bring their financial planning vision to the next level. She advises firms in the development of more effective client centric goals-based programs with a focus on quality and best-interest standards.
Ms. Van Heule has a BA in Mathematics from Western Michigan University and holds Series 7, 66 and 24 registrations and her life, health and variable contracts insurance license.
Jonathan P. Gabriel
Phone: (908) 347-8197
Mr. Gabriel is a seasoned securities and banking executive who combines financial analysis skills with decades of hands on management of investment services businesses inside financial institutions. He has been a senior executive at two savings banks, chief operating officer of the then largest third party broker-dealer supporting financial institutions, and president of two large bank broker-dealers, and has directed the creation of several broker dealers.
Mr. Gabriel leads the firm’s due diligence practice, conducting due diligence on broker dealers and Third Party Asset Management Platforms (TAMPs), and has consulted for a large RIA platform provider and a major clearing firm, and for banks and credit unions on the decision to form a broker dealer. He has contributed to the firm’s research on industry trends and evaluation of annuity processing platforms and advisory offerings.
Mr. Gabriel has a BA from the University of Pennsylvania and has held Series 24, 27, and 79 registrations.
Ms. Taplin manages communications for Kehrer Bielan Research & Consulting, including marketing campaigns, press releases, and social media. She also formats and publishes the firm's documents. She designed and currently maintains the firm's website.
Ms. Taplin has been a technical editor for almost 10 years with expertise in document design, style guides, formatting, writing, proofreading, comprehensive editing, and website design and maintenance in the civil and environmental engineering fields.
She has a BA in English and Spanish from Washington & Jefferson College and a Technical Writing Certificate from Brooklyn College.
Kehrer Bielan Research & Consulting510 Meadowmont Village CircleSuite 229Chapel Hill, NC 27517