The Scharff / Van Kessel Group

Merrill Lynch Wealth Management
921 Walnut Street
Floor 01
Boulder, CO 80302
(303) 938.3943
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The Scharff / Van Kessel Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Scharff / Van Kessel Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Meet Our Team
Alan Scharff,

CPM®

Senior Vice President, Wealth Management Advisor
303.938.3909
Jacob Van Kessel,

CFP®, CPFA®, CRPC™

Senior Vice President, Resident Director - Wealth Management Advisor
303.938.3943
Meggan Van Kessel
Vice President, Senior Financial Advisor
303.938.3938
JENA Lynn Schwener
Officer, Registered Wealth Management Client Associate
303.938.3991
Tyler Hirsch
Tyler Hirsch
Registered Wealth Management Client Associate
303.938.3939
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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CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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.