Atlas Wealth Management Group

Merrill Lynch Wealth Management
8890 Lyra Dr
Columbus, OH 43240
(877) 296-3152
Learn more about an advisor's background on
Our reputation is as strong as the relationships we have built with generations of families. Our mission? To serve clients’ best interests by getting out in front of the decisions they need to make, the situations they may encounter, and the outcomes they envision for themselves and loved ones.
Atlas Wealth Management Group
Merrill Lynch Wealth Management
Welcome

At The Atlas Group, we do not rest on our strengths. Instead, we work as hard as our clients – to put their interests above all else and to provide an uncommon level of personalized wealth management, beyond what many expect.

Having worked together for decades and with many clients just as long, we have harnessed the power of those relationships to provide them with enduring, real-world value. In fact, we have become the “first call” for many clients when matters of health, wealth and family are primary concerns.

As one of the largest Merrill teams in the Midwest, our size reflects the scope of services we provide to generations of families across the country. Our diverse professional backgrounds afford us a perspective that extends well beyond investments. We offer integrated, goals-based strategies that embrace retirement planning, wealth transfer, philanthropy, and liability management. We also connect clients with our firm’s outstanding banking and trust specialists, as well as resources throughout their communities.

On a personal note, we find it fulfilling to bring comfort and confidence to clients. Through comprehensive planning that continues over time, we stay in touch and on top of each client’s situation and ambitions. Doing so allows us to help clients see around corners at likely and unlikely circumstances for which our strategies help them prepare.

It is our privilege to serve clients we admire for their achievements and values. As advisors and sounding boards, we welcome the opportunity to simplify their financial lives – so they can focus on what most excites them – perhaps, the business they founded, the career in front of them, or the family that makes life worthwhile. Or maybe it is a cause that is close to their heart.

Recognition
Stephen Mangum
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
About Us
Our Philosophy

At The Atlas Group, we believe the value of an advisory team is best measured by the goals that clients achieve. Balancing meaning and metrics with our strong competencies and heartfelt care, we share a desire to deliver a wealth management experience beyond what clients expect, but certainly deserve.

It is our practice to:

• See each client as an individual – with important pursuits, purposes and people in their lives.

• Help clients plan and prepare for financial transitions, as well as likely and unlikely circumstances.

• Ask questions that lead to thoughtful discussions and strategies, such as:

"What's on your mind?"
"What's your definition of financial success?"
"What financial or life lessons do you want to make sure your family knows?"
"For whom are you responsible – a spouse, elderly parent, adult child?
"What about your employees – are you looking out for them, if something were to happen to you?"
"What's on your bucket list?"
"What drives you?"
"Why have you come to us?"

• Listen carefully to clients individually, in family meetings, at curated client gatherings, and in focus groups with outside moderators. On these occasions, we want to understand what we are doing well and where we can improve.

• Show clients how intergenerational wealth strategies can help lead to desired lifestyles and legacies.

• Assist business owners and executives with the design and management of their executive compensation plans and corporate retirement plans. Our commitment extends to their employees through our team's financial wellness and employee education resources.

• Demonstrate that "going the extra mile is never going out of our way." We have accompanied clients to local Social Security offices and on tours of assisted living facilities. We have sat with clients in hospital rooms and at funerals. On a regular basis, we host meetings in our office with clients, their CPAs and attorneys to align tax-minimization and estate planning strategies.

Meet Our Team
Stephen J Mangum,

CRPC™

Managing Director, Senior Financial Advisor
614.880.4808
Cary Hanosek,

CAP®,CEPA®,CFP®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
614.880.4809
Rick Simonton,

CFP®,CIMA®,CPWA®,RMA®

Managing Director, Senior Consultant
231.922.6825
Kevin A. Walsh
Senior Vice President, Senior Relationship Manager
614.880.4805
Michael T NeCamp,

CPFA™,CRPC™

First Vice President, Senior Financial Advisor
614.356.3041
Matthew Groh,

CFP®,CPWA®

First Vice President, Wealth Management Advisor
614.880.4819
Shana A Heckel,

CEPA®,CFP®

First Vice President, Associate Resident Director - Wealth Management Advisor
614.356.3074
Justin Baker,

CPFA™

First Vice President, Senior Financial Advisor
614.356.3027
Danielle Ball,

AAMS™,CRPC™

Business Manager
614.880.4811
Julie Wilsey,

ChFC®,CRPC™

Vice President, Senior Relationship Manager
231.922.6831
Mitchell Nini,

CFA,CIMA®

Investment Management Specialist
614.880.4814
Margaret C Zink
Wealth Management Client Associate - Resident Director Assistant
614.356.3076
Andrew Hummer,

CFP®

Registered Wealth Management Client Associate
614.880.4816
Kathryn Busken
Wealth Management Client Associate
614.356.3106
Kimberly Secrest
Wealth Management Client Associate
614.356.3104
Nigel Stinson
Wealth Management Client Associate
614.356.3772
Brooke Thayer
Wealth Management Client Associate
614.225.3024
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.
Amy Kammann
Wealth Management Lending Officer
NMLS #563227
Jeremy Floberg
Wealth Strategies Advisor
Aaron Zacks
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.

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
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.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
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 “RMA,” and “Retirement Management Advisor.” Use of RMA, and/or Retirement Management Advisor indicates 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 CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.