KMM Group

Merrill Lynch Wealth Management
30195 Chagrin Boulevard
Pepper Pike, OH 44124
(800) 200-6942
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KMM Group 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.
KMM Group
Merrill Lynch Wealth Management
Welcome

As Merrill Lynch Wealth Management advisors, the KMM Group offers advice and guidance based on your goals and priorities.   Our wealth management strategy places you the investor at the center, not the market. Whether you're focused on yourself, your family or your business, our team will start by understanding your life.  We'll recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time.

Recognition
John Krieger
Managing Director, Wealth Management Advisor
Forbes "America's Top Wealth Management Teams High Net Worth", 2022
(Published on November 8, 2022. Rankings based on data as of March 31, 2022.)
KMM Group
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

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.

Meet Our Team
John Krieger
Managing Director, Wealth Management Advisor
800.200.6942
Patrick McKelvey,

CFP®,CRPC™

Senior Vice President, Wealth Management Advisor
216.292.8032
David Mercado
Senior Vice President, Senior Financial Advisor
216.292.8029
Kathleen A Rosfelder
Senior Vice President, Senior Investment Associate
440.250.7936
Catharine A Janiak
Wealth Management Client Associate
216.292.8063
William Snyder,

APMA™

Investment Management Specialist
216.378.5720
Angie Marsh
Registered Senior Wealth Management Client Associate
440.250.7952
Theresa A Holliday,

CRPC™

Registered Senior Wealth Management Client Associate
216.292.8014
Stacey M Bertrand
Registered Senior Wealth Management Client Associate
216.378.5788
Kimberly A Eagan
Wealth Management Client Associate
216.292.8017
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
Rick Church
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 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 Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.