Diltz Schroeder Burjek & Associates

Merrill Lynch Wealth Management
2021 Spring Road
Suite 700
Oak Brook, IL 60523
(630) 954-6346
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Diltz Schroeder Burjek & Associates 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.
Diltz Schroeder Burjek & Associates
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Stephen Diltz
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Diltz Schroeder Burjek & 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

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Team
Stephen Diltz
Managing Director, Senior Financial Advisor
630.954.6346
Todd Schroeder,

CFP®, CIMA®, CPFA™

Senior Vice President, Wealth Management Advisor
630.954.6377
Edward F Burjek,

CFP®, CPWA®

Senior Vice President, Senior Consultant
630.954.6373
Julie K Lopez,

CFP®

Vice President, Senior Wealth Planner
630.990.4525
Meagan E Fitzgerald,

CRPC™

Vice President, Senior Business Manager
630.954.6379
Michael Lee,

CFA, CPFA™

Vice President, Wealth Management Advisor
630.954.6371
MaryAnn L Schipitsch
Officer, Wealth Management Client Associate
630.954.6262
Nancy Ortiz Jimenez
Wealth Management Client Associate
630.954.3054
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.
Nicholas A. Beilfuss
Wealth Strategies Advisor
James G Nagrant
Senior Wealth Management Lending Officer
NMLS #444459
Tami Smith
Wealth Management Banking Specialist
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.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.