Jason joined Merrill in 1985 with a strong desire to help others manage their wealth in a way that achieves personally meaningful outcomes. In that time, Jason has cultivated a practice that provides customized wealth management strategies catering to the complexities of high net worth families and business owners. Attuned to the distinctive needs that significant wealth can pose, Jason works with each of his clients to specifically identify their life priorities, allowing them to build an enduring legacy for the ones they love and the causes they care about. Jason works closely with the accountants, attorneys, and other professional advisors of each client to provide a responsive, organized, and structured approach. Clients trust Jason to deliver the highest level of service combined with integrity that honors the uniqueness of every situation. 


Jason graduated from Adrian College in 1983 with a Bachelor of Arts in Sociology. His current civic responsibilities include serving on the St. Joseph Mercy Hospital Chelsea Board of Trustees.  From 2009-2017, Jason served as Mayor of the City of Chelsea. He and his wife, Amy, reside in Chelsea and are the proud parents of four grown children - Katherine, Matthew, Margaret, and Daniel. Other community service endeavors include serving as an Assistant Coach for the Chelsea High School Varsity football program. The Lindauer family has a long-standing commitment and deep dedication to causes that support the men and women who serve our country through the U.S. Armed Forces.

 

Jason holds the Chartered Retirement Planning Counselor designation. In addition to holding the internal titles of Wealth Management Advisor and Portfolio Manager, he has participated in advanced training programs at the Wharton School of the University of Pennsylvania and The University of Chicago Booth School of Business. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.

Daniel is passionate about providing clients with an unexpected level of attention and a disciplined approach to investing. He measures his success not in the assets he helps manage, but by his ability to help clients explore, articulate and fulfill their visions of a meaningful life.

 

Since joining the team in 2023, Daniel has worked alongside Jason, helping clients gauge where they stand financially and the strategy required to put their goals within reach. Inspired by clients whose hard work has led to professional and financial achievements, Daniel hopes to make a meaningful impact on clients’ lives and on those of the people they love.

 

For Daniel, addressing clients’ concerns is job one. Some worry about having enough money to retire, or if their family will be okay if they pass away. Others are intent on putting their kids through college, buying a dream home, or shaping a family legacy. Based on the mindset and motivation of each client, Daniel helps craft financial and retirement strategies, education and liability management strategies, and tax-minimization and estate planning strategies.

 

“Having passed more than scored as a college lacrosse player, I want to put clients in a position to succeed. A great day for me is helping a client move from Point A to Point B, when they never thought they could – and knowing that milestone was important to them. That’s why I ask questions of clients, ‘Why do you work so hard? What are you saving for? A comfortable retirement? A family legacy? Or both?’”

 

Daniel began his career in 2016 as a financial advisor for The Hantz Group in Southfield. He is a graduate of the Gerstacker Business Institute at Albion College, where he earned a Bachelor’s degree in Business and Organizations and played midfield on the school’s lacrosse team. Still active and fit, Daniel enjoys playing golf, skiing, boating and fishing with his fiancée, Margaret, near their home outside of Ann Arbor and at his family’s home on Lake St. Clair.