The Duenwald, Barnhart, and Cook Group
10400 NE 4th St
Bellevue WA 98004
(425) 637.4682
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Mission Statement
The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you’d like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.

We utilize the resources and power of Merrill Lynch Wealth Management and the banking convenience of Bank of America to help craft the appropriate solutions for institutional clients. This includes thoughtful and customized advice to address complex needs of both large and small organizations.

Recognition
Benjamin Duenwald
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Show more recognition
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About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.

Meet Our Team
Benjamin Duenwald,

CEPA®, CFP®, CPFA®, CRPC™

Managing Director, Wealth Management Advisor
425.637.4682
Jacob Barnhart,

CKP®, CPFA®

Vice President, Senior Financial Advisor
425.462.8167
Colin Cook,

CFP®, CPFA®

Senior Vice President, Wealth Management Advisor
425.468.1279
Tara J Cancro,

CRPC™

Officer, Registered Senior Wealth Management Client Associate
425.468.1236
Susan Hanneman,

CRPC™, CRPS™

Assistant Vice President, Wealth Management Associate
425.468.1251
Sean Kron,

CPFA®

Assistant Vice President, Wealth Management Specialist
425.462.8124
Priti Mendonca
Officer, Registered Wealth Management Client Associate
425.468.1200
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.
David Schmutz
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #505324
Patrick D Chin
Wealth Management Banking Specialist
Merrill
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
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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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.

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