Thomas F. Helmig
Senior Vice President
Senior Financial Advisor
Tom has been in the financial services industry since 1980, when he joined Merrill Lynch Wealth Management. His commitment to excellence and broad range of knowledge has earned him the confidence of our high-net-worth clients, their families, and their businesses. A graduate of The Wharton School at the University of Pennsylvania, Tom is married, has two sons, serves on the board of Overbrook Golf Club, and enjoys boating on the Chesapeake.
Elizabeth A. Lammers, CPFA
First Vice President
Senior Financial Advisor
Beth has 27 years in the financial services industry, all with Merrill Lynch Wealth Management. Her role within the team is two-fold. She develops and maintains investment strategies for our high net worth platform, but also works with clients to find solutions for emerging financial needs based on client risk tolerance, time horizon, liquidity needs, and overall investment goals. A graduate of Villanova University, Beth has 3 children, is a published children’s book author and amateur photographer.
Matthew T. Colflesh, CRPC, CFP®
First Vice President
Wealth Management Advisor
A graduate of Bloomsburg University of Pennsylvania’s School of Business, Matt has over 15 years experience in financial services, joining Merrill Lynch Wealth Management in 2004. Matt is committed to customized wealth management and this shows in his professional achievements. Matt is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., holds the Chartered Retirement Planning Counselor, CRPC designation conferred by the College for Financial Planning Institutes Corp, and a member of the Financial Planning Association®. He lives in Bucks County, Pennsylvania, with his wife, Monica, their four daughters and one son.
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*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
