PROFESSIONAL PROFILE

Susan Brandt, Vice President and Wealth Management Advisor, CRPC® and CFP® professional joined Merrill Lynch in 2004. Susan was in the accounting industry for 12 years prior to joining the financial services industry in 1997. Her accounting background enables her to focus on the impact of tax and estate planning issues. Susan specializes in financial services and retirement planning by helping each client determine long-term financial goals and strategies. She has a diverse clientele which includes retirees, corporate executives, and business owners. She also conducts educational seminars for major corporations and charitable organizations.

Travis Luebbehusen, Financial Advisor, CFM, CRPC® joined Merrill Lynch in 2004. His educational background in finance enables him to formulate the team's long term investment strategy. Travis bases this on a well thought out structure to assemble and diversify portfolios according to each client's particular situation. His value added service is offered to select clientele which include retirees, corporate executives, and professional athletes.

Andy Dickinson, Financial Advisor, CRPC® joined Merrill Lynch in 2005 after 4 years in the business consulting industry. Andy works with clients on all aspects of their financial life. He specializes in assisting clients with managing their income by integrating powerful banking strategies and innovative mortgage, credit and lending solutions to ensure efficient money management.

Melanie Avery, Financial Advisor, CRPC® has a Master's Degree in Communications and joined Merrill Lynch in 2006 after 13 years as an educator. She is committed to understanding each client's unique needs which helps her develop individual plans that address financial and personal goals. Melanie also consults with businesses, helping them improve their 401(k) plans.

DeAnna Atkinson, Client Associate, joined Merrill Lynch in 2004. She has been in the financial services industry for 10 years and provides administrative support for client relationships.