Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Cole has dedicated himself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized investment strategies.
Cole is a problem solver who works to simplify successful clients’ financial lives. He began in the financial services industry in 2012. He assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. He works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have.
Cole is a member of Group One. Based in Leawood, Kan., Group One is one of Merrill Lynch’s oldest partnerships. With over 65 years of combined experience at Merrill Lynch, Group One provides an institutional investment process to individual investors. Together with Group One, Cole provides wealth management, as well as personalized financial guidance to clients.
Cole received a bachelor’s degree from Kansas State University. He is an active member of the Knights of Columbus, Ducks Unlimited, and Pheasants Forever. Cole and his wife, Emily, live in Overland Park, Kansas and have one daughter.
Neither Merrill Lynch nor its Financial Advisors provide tax advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
Kansas State University
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.