Van Kessel & Associates

Merrill Lynch Wealth Management
921 Walnut Street
Floor 01
Boulder, CO 80302
(303) 938.3938
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We believe every client is entitled to the highest level of personalized service and care.  The most influential factors in a successful relationship are understanding your life, your family, your aspirations and your needs. These factors are the core of the work we do, the strategies we build with you, and it is against these strategies that we measure our success.  
Van Kessel & Associates
Welcome

We chose to be part of the financial services world to help others. Our passion to assist stems from collective and collaborative financial experiences—difficulties in which friends, families, and others have faced in the past. As witnesses to challenges faced by important people in our lives, we recognized the need for a professional and caring team to help individuals realize the life they want. Our purpose is to help you define your goals, establish a planning process centered on your priorities, and help guide you past the often inevitable changes life may bring.

Recognition
Van Kessel & Associates
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
Welcome

We chose to be part of the financial services world to help others. Our passion to assist stems from collective and collaborative financial experiences—difficulties in which friends, families, and others have faced in the past. As witnesses to challenges faced by important people in our lives, we recognized the need for a professional and caring team to help individuals realize the life they want. Our purpose is to help you define your goals, establish a planning process centered on your priorities, and help guide you past the often inevitable changes life may bring.

Meet Our Team
Meggan Van Kessel
Vice President, Senior Financial Advisor
303.938.3938
Jacob Van Kessel,

CFP®, CPFA™, CRPC™

Senior Vice President, Resident Director - Wealth Management Advisor
303.938.3943
Broderick Robbins
Financial Advisor
720.941.2098
Alan Scharff,

CPM®

Senior Vice President, Wealth Management Advisor
303.938.3909
JENA Lynn Schwener
Officer, Registered Wealth Management Client Associate
303.938.3991
Tyler  Hirsch
Tyler Hirsch
Registered Wealth Management Client Associate
303.938.3939
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Tara Selig
Wealth Management Banking Specialist
Merrill
Bryan Austin
Private Wealth Strategies Advisor
Andrew M Butt
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #515815
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.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.