Engen Neuenschwander & Associates Team Photo

Engen Neuenschwander & Associates

Merrill Lynch Wealth Management
51 Broadway
Fargo, ND 58102
(701) 241.1240
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The mission of our team is to help individuals and families pursue their financial goals by offering premier wealth management services through lifelong, multi-generational relationships.
Engen Neuenschwander & Associates
Welcome

We take the time to get to know you as an individual, as well as an investor and client—and we value the relationship developed with you. We will collaborate with you to help you identify and understand your primary financial goals, and then agree upon an investment and planning approach designed to help you pursue each of your most meaningful goals. Your Merrill advisor is your financial ally, not just for you, but for each succeeding generation.

Recognition
Engen Neuenschwander & Associates Team Photo
Matthew Engen
Senior Vice President, Senior Resident Director - Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2021-2023
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2021-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
Engen Neuenschwander & Associates Team Photo
Engen Neuenschwander & 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
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Engen Neuenschwander & Associates Team Photo
Matthew Engen,

CEPA®, CFP®

Senior Vice President, Senior Resident Director - Wealth Management Advisor
701.241.1237
Engen Neuenschwander & Associates Team Photo
Kristine Shea
Vice President, Senior Financial Advisor
701.241.1203
Engen Neuenschwander & Associates Team Photo
April M Leitch,

CRPC™

Assistant Vice President, Senior Relationship Manager
701.241.1228
Engen Neuenschwander & Associates Team Photo
Kristi Simmons
Wealth Management Client Associate (FP)
701.241.1241
Engen Neuenschwander & Associates Team Photo
Jacee Beth O'Sullivan
Wealth Management Client Associate
701.241.1232
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.
Lucas Reuter
Wealth Management Banking Specialist
Merrill
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Mark A Perunovich
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484330
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.