Natalie takes pride in knowing clients, understanding their needs, and developing relationships that are built on a foundation of trust.  Natalie was inspired by her father, a successful business owner, to become a financial advisor.  Business owners have unique circumstances as they continue to build and maintain their wealth, and Natalie has a keen understanding of those complexities.

Natalie joined Merrill in 2009 after a career as an Advisor and Manager of Financial Services at a Fortune 500 financial firm.  She graduated from the University of Toledo with a Bachelor of Business Administration from the Honors Program with a concentration in Financial Services.  She also holds the Chartered Retirement Planning Counselor℠ designation.  She is active in the community, previously serving on the Bridge Board of the Boys & Girls Clubs of Cleveland.  Natalie and Steve live in Aurora with their two daughters.

Steve recognizes that his ultimate responsibility to clients is to help them build a solid foundation on which to make their financial decisions with confidence.  He works with businesses and individuals through every step of their financial life cycle.  Steve has experience developing and successfully implementing financial strategies that range from asset accumulation to the efficient transfer of a business or individual's wealth.

Steve joined Merrill in 2004 after graduating from Youngstown State University.  He received his CERTIFIED FINANCIAL PLANNER certification in 2006 from the Certified Financial Planner Board of Standards, Inc.  In addition, Steve was named as one of Forbes' "America's Top Next-Generation Wealth Advisor" in July 2018 and July 2019 (*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year).  Steve was also recognized as a Forbes "Best-in-State Top Wealth Advisor" in April 2023 and April 2022 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year). An active community leader, Steve served as the past President of the Aurora Kiwanis Club and on the Board of Directors for the Boys and Girls Clubs of Cleveland.  Steve and Natalie live in Aurora with their two daughters.




*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.



*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Deborah considers herself a problem-solver and has, since joining Merrill in 1994 , demonstrated a passion for working together with clients. When timely answers are needed on account questions and services, Deborah is often the first stop for advisors and for clients.