Ulrich, Ochs & Associates

Merrill Lynch Wealth Management
10 N Martingale Rd
Schaumburg, IL 60173
(847) 605-4384
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Understanding your life priorities is an important part of how we work with the clients we serve. It’s not just about markets and returns, it’s about what matters most to you. We welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your aspirations.  Ulrich, Ochs & Associates believes that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill. Our goal is to be your primary source for financial advice and guidance. We want you to value the dedication and diligence we provide at each step of the wealth management process.
Ulrich, Ochs & Associates
Merrill Lynch Wealth Management
Welcome

Our mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you’d like to be tomorrow. We will work with you to design and bring to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

About Us
Philosophy

Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.

Meet Our Team
Karin Ulrich-Engel,

CFP®

Vice President, Wealth Management Advisor
847.605.4424
Michael Ochs,

CFP®,CSRIC®

Senior Financial Advisor
847.605.4384
Alyssa Gurke
Wealth Management Client Associate
847.605.4380
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
Merrill Lynch Logo
Marcy O'Brien
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #559813
Michael DeLeon
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.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.