Wayzata, MN Lake St E Office

Joellen Coffman is a Senior Financial Advisor specializing in wealth management at Merrill Lynch Wealth Management. She joined Merrill in 1998 after nearly two years at American Funds and previously served in the US Navy from 1990 to 1997. Her military experience instilled a commitment to dedication, strategic planning, and service, which she applies in her role advising clients. Her expertise includes family wealth management strategies, personal retirement planning, socially responsible and ESG investing, and advising women on wealth management. Joellen utilizes a disciplined goals-based process to help clients address priorities such as income generation, education savings, retirement savings, healthcare, and insurance strategies. She holds the Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA) designations and is a member of USSIF. Joellen attended Austin High School and Lake Mills High School and pursued studies at Saint Leo University, Central Texas College, and Austin Community College without degree conferral. She actively participates in community organizations such as 23rd Veteran, First Witness Child Advocacy Center, Tee It Up for The Troops, and The Nature Conservancy. Her personal interests include cooking, gardening, golfing, and traveling.

Rebekah Hartmann is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on understanding clients' priorities to help develop strategies that pursue short-, mid-, and long-term financial goals. Her services include general investing, retirement planning, and saving for unexpected expenses. She also facilitates access to Bank of America specialists in banking, credit, home financing, and small business solutions. Hartmann's areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. She holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her educational background includes a Bachelor's Degree from Iowa State University, a Master's Degree from Colorado School of Mines, a Doctor of Veterinary Medicine from Colorado State University, and a Master of Business Administration (MBA) from the University of Missouri System. She is involved with professional organizations such as the American Veterinary Medical Association, Eden Prairie Chamber of Commerce, Minnesota Veterinary Medical Association, National Association of Women Business Owners, and Quorum LGBTQ+ and Allied Chamber of Commerce. Her community involvement includes affiliations with Bank of America, Minnesota Veterinary Medical Association, Quorum LGBTQ+ and Allied Chamber of Commerce, and the University of Minnesota Landscape Arboretum. Hartmann's personal interests include biking, gardening, hiking, horseback riding, music, and reading.

Luana Marrier Holecek is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

James Thiher is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1978, he has developed strategies and provided advice tailored to individuals, families, and businesses by focusing on their short- and long-term financial goals. His areas of expertise include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, tax minimization, and retirement income. James earned his CERTIFIED FINANCIAL PLANNER® certification in 2008 and is a qualified Portfolio Manager. He manages personalized or defined investment strategies on a discretionary basis, utilizing individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds a bachelor's degree in Computer Science from Iowa State University. Residing in Orono with his wife, Donna, James is active in the community, supporting several Twin Cities nonprofit organizations such as Neighborhood House and Wishes & More. He also maintains involvement with Viterbo University and Mercy Hospital Foundation. His personal interests include football, reading, scuba diving, and traveling.

Brandon Oslund is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the financial services industry in 2005 and became part of Merrill in 2009 with his group. In his role, Brandon is responsible for wealth planning and investment strategy management, focusing on optimizing a client's wealth to align with their goals, objectives, and priorities. Brandon specializes in working with the complexities of family wealth, advising family-owned business owners on both personal wealth and business matters. His expertise also extends to advising company retirement plans and foundations on investment policy and plan design. He holds a bachelor's degree in Finance from St. Cloud State University and has earned several professional certifications including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Merrill Institutional Consultant (MIC). Brandon is a member of the Financial Planning Association and the Investment and Wealth Institute. Outside of his professional work, Brandon is involved in community activities such as the Orono Softball Association and the Orono Rotary Club. He enjoys volunteering, working out, and spending time with his family. Brandon and his wife live in Long Lake with their five daughters.

John Docter is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1984, he has focused on customizing asset allocation strategies to address the evolving needs of individual, family, and business clients. John incorporates both traditional and alternative market-linked investments in portfolios designed to enhance alpha, reduce beta, and implement downside hedging strategies. John holds a Bachelor’s degree in Finance from the University of Minnesota, Duluth, and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is actively involved in community activities such as Habitat for Humanity and has served as a pace car driver for Grandma’s Marathon since 1976. John is married and pursues personal interests in fitness, competitive water skiing, and trail building.

Brent Rice is a Senior Financial Advisor with Merrill Lynch Wealth Management. With a focus on personalized wealth management strategies, he helps clients navigate complex financial landscapes by understanding their full financial picture and unique goals. Brent specializes in areas including divorce transition planning, small business strategies, and retirement income. Brent holds a Bachelor's Degree from Grand View College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He emphasizes a holistic approach to financial advising, working closely with clients to develop customized strategies that align with their long-term objectives. In addition to his professional work, Brent participates in community activities such as coaching youth baseball and is affiliated with Grace Church. His personal interests include biking, golfing, hunting, and running.

Cade Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the Thiher Johnson Sager Wealth Management team. He works with executives, business owners, and families to guide them through significant financial events such as retirement planning, business sales, and legacy creation. Cade emphasizes trust, collaboration, and discipline in his advisory approach. He supports clients with a variety of services including wealth preservation, investment management, business succession, and estate strategies, utilizing advanced tools to provide clear financial recommendations. Cade holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Minnesota State College & University System. Residing in St. Louis Park, Cade is active in sports such as basketball, pickleball, bowling, football, golf, and volleyball. He is an avid sports fan and a former student-athlete at Minnesota State Mavericks. Additionally, he contributes to community organizations including Neighborhood House.

Michelle Sager is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2015, focusing on providing a comprehensive approach to wealth management that prioritizes understanding each client's individual needs and objectives. Her client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, and tax minimization. Michelle holds bachelor's degrees in Business and Spanish, with a minor in Economics, from Bethel University. She has achieved the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Minnetonka, Minnesota, she lives with her husband and son. Michelle is active in the community supporting several non-profit organizations. In her personal time, she enjoys activities such as camping, cooking, hiking, reading, running, and spending time with her family.

Asher Manhard is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial guidance and services to clients within the firm. Details regarding his experience, areas of expertise, education, and personal interests have not been provided.

Ashley Moore is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. Prior to joining Merrill, Moore worked at Ameriprise Financial Services and Minnesota Financial Resources. Outside of finance, Moore serves as a contract ski instructor for Tonkawood Ski School, teaching ski lessons to children. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Pierce is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1996, bringing extensive experience in retirement planning strategies and a focus on assisting individuals, families, and business owners with comprehensive financial planning. Michael holds a Bachelor's Degree in Finance from the University of St. Thomas and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. Michael is committed to working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. He participates in community volunteer work and has personal interests in biking, chess, golfing, ice hockey, reading, and skiing. Michael resides in Medina with his wife, Joni, and their sons, Ryan and Liam.

Garrit Otten is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in family-focused financial planning. He partners with clients to create personalized strategies aligned with their unique goals, emphasizing trust, transparency, and open communication. His expertise spans college education planning, executive compensation, family wealth management, retirement income, tax minimization, legacy planning, and portfolio management services. Garrit holds a Bachelor's Degree from St. Olaf College and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), Accredited Wealth Management Advisor (AWMA™), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). He applies his extensive industry knowledge to help clients navigate financial complexities and make informed decisions that support their families’ long-term success. Based in Minneapolis, Garrit is actively involved in his community through his participation with Orono Youth Hockey. When not advising clients, he enjoys boating, football, golfing, ice hockey, pickleball, running marathons, skiing, reading, and spending time with his wife Mackenzie, son Tripp, and their dog Kopitar. He also serves as a varsity assistant coach at Mound Westonka High School, reflecting his commitment to family and community engagement.

Michael Munger is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on serving high-net-worth individuals and families. He joined Merrill Lynch in 2019 and collaborates as part of the Norman Munger Wealth Management Team, working alongside Katherine Norman and Tracy Manson to provide comprehensive financial strategies. Their approach emphasizes long-term planning tailored to clients' financial, philanthropic, and legacy goals, with a disciplined investment process and meticulous risk management. Prior to joining Merrill Lynch, Michael began his career at Deloitte in Minneapolis, specializing in tax strategies for families, trusts, and private businesses. Although he does not provide tax advice in his current role, his background as a former CPA from a Big 4 firm contributes to his proficiency in portfolio strategy, stock option planning, retirement and estate planning, and insurance analysis. He holds a Bachelor's degree and a Master's degree in Accounting from the University of St. Thomas. Outside of his professional work, Michael is active in the Minneapolis/St. Paul community as a volunteer with Special Olympics and Junior Achievement. He is also involved in sports as an official for high school athletics through the Suburban Officials Association. His personal interests include boating, cooking, fishing, football, golfing, refereeing, skiing, soccer, spending time with his family, and table tennis.

Whitney Blasko is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Wayzata, MN. She joined the Merrill office in 2010 after beginning her career in wealth management in New York City during college. Whitney has over 15 years of experience helping clients with a holistic approach to investing and wealth management, considering the many factors that impact a client's financial future. She specializes in areas including college education planning, executive compensation, family wealth management strategies, socially responsible and values-based investing, and support for women and LGBT wealth planning. Whitney holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree from Columbia University with a concentration in economics within Latin American studies. Whitney is also a member of the Columbia Alumni Club of Minnesota and the Wayzata Chamber of Commerce. In addition to her professional work, Whitney is actively involved in community organizations such as Hammer Residences, Interfaith Outreach, and the Junior League of Minneapolis. She and her husband Greg live in the Wayzata area and enjoy participating in outdoor activities including wake surfing, various styles of biking, skiing, and she is working on rediscovering her interest in golf.