Gregory Vonderhaar Jr. is the Senior Resident Director at Merrill and brings over 31 years of financial advisory experience. His professional focus includes college education planning, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Gregory holds a Master's Degree from Xavier University and a Bachelor's Degree from Miami University. He applies a personalized, four-step process to address client objectives, including establishing goals, developing strategies, implementing customized solutions, and reviewing progress towards those goals. His team emphasizes working closely with a select group of families to create plans tailored to their specific situation. An active member of the community, Gregory is involved with the Alliance for Catholic Urban Education. Outside of his professional work, he enjoys running, traveling, and spending time with his wife Wendy and their three children, Madeleine, Olivia, and William.