Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
Tom brings over 30 years of experience in financial and wealth management advice and services. A graduate of the University of Wisconsin, Whitewater, Tom joined Merrill Lynch in 1989. He leads the investment services practice for the Hansen Group, assisting clients in managing their individual wealth through multiple and complex market cycles to meet their unique needs. Specializing in total wealth management, Tom collaborates closely with clients' tax and estate planning representatives to provide the most appropriate strategies for their planning needs.
Jack embarked on his financial career journey at Merrill Lynch in 2020 as an intern. Through the Advisor Development Program, he held roles such as Relationship Manager and Financial Solutions Advisor. This path led him to join the Hansen Group as a Team Financial Advisor, and along the way, he earned his CERTIFIED FINANCIAL PLANNER™ certification. Jack's commitment to excellence and client success defines his ongoing journey in the dynamic world of wealth management. Growing up in Wisconsin some of his favorite hobbies are skiing, spending time on the lake, and cheering on the Green Bay Packers. He then went on to enjoy his college years at Texas State University earning a finance degree.
Jennifer Berg is a Wealth Management Associate in the Houston Galleria office of Merrill Lynch Wealth Management. She has been recognized as a Top 100 Wealth Management Client Associate. Jennifer joined Merrill Lynch Wealth Management in 2002 as a client associate in the Juneau, Alaska office. During her career, she has focused on serving the needs of clients preparing for retirement. She holds the Chartered Retirement Planning CounselorTM designation and has completed the Merrill Longevity Training Program offered in conjunction with University of Southern California Davis School of Gerontology. Jennifer graduated from the University of Houston with a Bachelor's of Science in Psychology with a minor in Organizational Leadership and Supervision. Jennifer and her son, Jacob, have resided in Houston since 2004. She is an active community volunteer and enjoys participating in several of Bank of America's employee networks, including LEAD for Women-Houston.
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.
