Kahn, Ruthrauff & Associates
Merrill Lynch Wealth Management
100 N. Michigan St.
Suite 500
South Bend, IN 46601
(574) 282.3637
Learn more about an advisor's background on
Mission Statement
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.
Welcome

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

Recognition
Matthew Kahn
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2016-2020
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
Kahn, Ruthrauff & 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.)
Meet Our Team
Matthew Kahn,

CPFA™, CPWA®

Managing Director, Wealth Management Advisor
574.282.3647
James Ruthrauff,

CFP®, CIMA®

Managing Director, Wealth Management Advisor
574.282.3627
Barbara J Obrochta,

CRPC™

Vice President, Senior Relationship Manager
574.282.3670
Jared Sharkey,

CFP®, CPFA™

Wealth Management Specialist
574.210.5875
Deborah Smogor,

AWMA™

Vice President, Senior Relationship Manager
574.282.3623
Candy L Raven
Assistant Vice President, Wealth Management Associate
574.282.3610
Rachel Rose
Registered Wealth Management Client Associate
574.282.3606
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.
Merrill Lynch Logo
Brent H Mannix
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652407
Merrill Lynch Logo
Brock Wappes
Wealth Management Banking Specialist
Merrill
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
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.
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.