The Pepperman Humphries Roche Abeger Gottlich Group

Merrill Lynch Wealth Management

16830 Ventura Blvd.
Encino, CA 91436
(818) 528-7806
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Pepperman Humphries Roche Abeger Gottlich Group
Merrill Lynch Wealth Management
Welcome

As financial advisors to affluent individuals, we've found it effective to use an open and straightforward approach that's sensitive to concerns about risk. We pride ourselves on understanding in detail what you value most in life—your family, business or legacy—and providing a disciplined approach to wealth management to help you maintain your lifestyle and pursue your financial goals.

Meet our team

We're a diverse team of collectively disciplined professionals, each with different backgrounds.

Recognition
Paul Pepperman
Senior Vice President, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Pepperman Humphries Roche Abeger Gottlich Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Philosophy

We're a diverse team of collectively disciplined professionals, each with different backgrounds. We offer clients a well-rounded perspective on many key decisions that accompany the responsibilities of wealth.

We believe our disciplined wealth management process comes close to gauging an individual's true attitude toward risk. Helping you pursue what's important to you, as well as helping you with more common financial issues—such as how to fund a child's education or your own retirement—is what we are passionate about.

Meet Our Team
Paul Pepperman,

CFP®, CIMA®, CPFA™, CRPC™

Senior Vice President, Senior Resident Director - Wealth Management Advisor
818.528.7809
Richard Humphries,

CDFA®, CFP®, CIMA®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
818.528.7806
Thomas Roche,

CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
818.528.7888
Heather Gottlich,

CDFA®

Senior Vice President, Wealth Management Advisor, Portfolio Manager
818.528.7818
Andrea Abeger,

CPFA™

First Vice President, Senior Consultant
818.528.7846
Courtney Joy DeMars
Assistant Vice President, Wealth Management Associate
818.528.7813
Molly Summers,

CFP®, CRPC™

Assistant Vice President, Wealth Planner
818.528.7821
Shirley Mia Smith
Assistant Vice President, Wealth Management Associate
818.528.7867
Diana Vosen
Registered Wealth Management Client Associate
818.528.7807
Valessa Fox
Wealth Management Client Associate
818.528.7802
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.