The Pepper Pike Group

Merrill Lynch Wealth Management
30195 Chagrin Boulevard
Pepper Pike, OH 44124
(216) 292.8038
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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.
The Pepper Pike Group
Welcome

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

Recognition
The Pepper Pike 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.)
Click here to learn more about advisor recognitions
Meet Our Team
Jon R Shane
Managing Director, Senior Consultant
216.292.8048
Dominic Mihalik
Senior Vice President, Senior Financial Advisor
216.292.8038
Douglas Breitenbach,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
216.378.5721
Patrick Behm,

CRPC™

First Vice President, Senior Financial Advisor
216.292.8087
Denise E Ward
Registered Wealth Management Client Associate
216.292.8011
Laurie J Wolowicz
Wealth Management Client Associate
216.292.8094
Alexandra Klika
Officer, Wealth Management Client Associate
216.378.5778
Mason Schmitt,

CFP®, CRPC™

Registered Wealth Management Client Associate
216.292.8057
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.
Rick Church
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.

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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.