Location: Washington, DC
Specialty: Comprehensive wealth advisory for dentists
John Hasenberg, CRPC
SVP of Wealth Management
The Hasenberg Hartsock Group at Merrill Lynch is a team of investment professionals specializing in serving the financial needs of dentists and their families. While the firm does work with CEOs and entrepreneurs in other industries, it specializes in the unique needs of dentists, including buyouts and mergers, complex retirement plans, practice management and lending. The Hasenberg Hartsock Group works closely with attorneys, accountants, bankers, retirement plan administrators and other specialists to confront major client issues, such as what would happen to a client’s family and employees if he or she could no longer practice, and whether a client is taking advantage of current tax and estate laws.
QUICK TIP: “Never focus on how you get compensated.”
John Hasenberg, SVP of wealth management, has devoted hours of time to serving his community. He recently completed his eleventh year on the advisory board of the Network for Teaching Entrepreneurship, which teaches crucial business and life skills to more than a thousand public and charter school students in underserved neighborhoods every year. Hasenberg was a leading recruiter of new companies at the Greater Washington Board of Trade and co-chaired the board’s cultural task force. He has also worked with several nonprofits.