We meet clients where they are. We work with them to craft a wealth management plan with their goals in mind; reviewing and adjusting as needed.

We start with what’s important to you

We take the time to listen and learn about the needs and goals of your institution and its employees – it’s these real-world insights that guide our strategies and personalized service.

About Us

Mission

Our purpose is simple, it’s to help make financial lives better — it’s who we are and what we do.

Approach

You and your employees are at the center of everything we do. That’s why take the time to understand the needs and goals of your organization and its employees and then work with you to create a plan that aligns with your benefits philosophy, objectives and budget. can be a knowledgeable resource for you and can recommend action-based strategies to help improve plan participation. We can also support you with access to investment and fiduciary services, employee education and ongoing involvement in your plan including regular plan check-ins.

Retirement Accredited Financial Advisor

As Bank of America Merrill Lynch Retirement Accredited Financial Advisor[s] (RAFA), BSK Group is one of a select group of Merrill Lynch advisors specialized in defined contribution plans who can add value to your plan by:

  • Offering access to 3(21) fiduciary services1
  • Helping you shape your investment strategies
  • Offering thoughtful advice without a proprietary investment requirement
  • Providing periodic reporting and helping you understand results and measurements to assist you in managing your plan over time
  • Working with you to create a plan that is designed to drive employee engagement and positive participant behavior
  • Assisting in the delivery of employee financial wellness programs and education
  • Helping employees connect their life priorities with their finances to help them pursue what matters most to them

1 Fiduciary Advisory Services is an investment advisory service sponsored by Merrill Lynch. It will only be offered to defined contribution plans recordkept by Bank of America Merrill Lynch and plans recordkept by our Advisor Alliance providers. It is available for plans up to $500 million in plan assets. For more information on plan eligibility speak to your Merrill Lynch advisor.

Meet the Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Matthew A. Showalter

Matthew A. Showalter

CFP

, CRPC

Wealth Management Advisor

651.298.7522
Philip H. Bruneau

Philip H. Bruneau

CFP

, CRPC

Wealth Management Advisor

651.298.1730
Jonathan C. Brass

Jonathan C. Brass

CFP

, CRPC

Wealth Management Advisor

651.298.7514
William G. Kosmas

William G. Kosmas

Senior Consultant

651.298.7528
Diana L. Brass

Diana L. Brass

CFP

, CRPC

Wealth Management Advisor

651.298.1734
Kim D. Jadwin

Kim D. Jadwin

Financial Advisor

651.298.1768
Matthew G. Veldman

Matthew G. Veldman

Financial Advisor

651.298.1731
Kristie M. Loehr

Kristie M. Loehr

Registered Senior Client Associate

651.298.1760
Barbara K. Chelgren

Barbara K. Chelgren

Registered Senior Client Associate

651.298.7523
Shannon M. Bugnon

Shannon M. Bugnon

Registered Senior Client Associate

651.298.1783
Cassandra A. Milbrandt

Cassandra A. Milbrandt

Client Associate

651.298.1758
Sarah C. Soderlind

Sarah C. Soderlind

Client Associate

651.298.1718

Additional Resources

BSK Group is supported by talented specialists who have experience working with institutions and share a strong commitment to guiding investment programs and strategic decision making.

Solutions for Institutions

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And More

Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Bank of America Corporation and its affiliates. If we identify a need we can’t service myself, we can connect you with the people and resources to help you. Through our network of advisors, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can make the broad capabilities of Bank of America Corporation feel much more accessible.

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Access information about the issues, laws and industry changes that are being considered and what these changes can mean to you and your employees.

We're bullish on the future. Yours.

Solutions for Individuals

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Philosophy

We believe the best financial strategy is the one that helps you pursue your goals. That’s why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, we will work with you to develop strategies designed to address your financial needs.

Approach

Our approach to investing is grounded in an understanding of you. It all begins with a conversation. We take the time to get to know you—your kids’ names, how hard you worked to get where you are and how you define success. We'll work together to understand your investment personality, prioritize your goals and build a financial strategy that reflects your needs. We believe investors can benefit from our advice, access to the investment insights offered by Merrill Lynch and the banking convenience of Bank of America. When it comes to your success, there’s only one financial strategy that really matters — yours.

Capabilities

Our years of experience in managing through multiple market fluctuations have helped us understand that we can help you pursue your goals by being consistent in our approach. We’ll work with you to build a portfolio strategy that helps you pursue your goals – no matter the financial environment. We’ll take into account your objectives, time horizon and liquidity needs and, perhaps most important, your sensitivity to risk and investment personality.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

Staying on Track

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 give you peace of mind* that you're on track to help achieve what's most important to you.

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Regular reviews to help you stay on track

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.

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Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

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FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
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HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
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HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
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WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
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LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
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GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
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FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Join us

Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs... Request an Appointment

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