Beth Lammers
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First Vice President, Senior Financial Advisor
724 West Lancaster Ave
Wayne, PA 19087
610.687.7958
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As deeply experienced and passionate advocates for financial wellness, our team shares your priorities and wants to help you create a benefits experience that can help participants prepare for retirement and feel more prepared for their financial futures.
Profile

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.

Recognition
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
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
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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ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
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.
Elizabeth A Lammers is registered to do business in AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, ME, MN, MT, NC, NJ, NM, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WI, WY.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.