John Birkhauser is a Wealth Management Advisor in the Merrill Lynch office in Lake Forest, Illinois. The Lake Forest office is home to eleven specialized wealth advisors, with over 180 years of combined experience, who collaborate their skills to provide personalized wealth management.
While each advisor specializes in a different discipline, John concentrates in estate and retirement planning services, with emphasis in fixed income and private equity management. John believes wealth is created and maintained through a diversified portfolio of individual equities and bonds selected and monitored to meet clients' individual needs.
John graduated from the University of Wisconsin in 1976, and joined the Chicago Merrill Lynch office in 1978. John opened the Lake Forest office in 2000, where clients have entrusted over one billion dollars in investment assets through April 2013.
John has lived in Lake Forest with his wife, Sharon, and two children since 1987.
Lindsey Baker is a Registered Client Associate, and has been a client associate with Merrill Lynch since 2002. Lindsey's primary focus at Merrill Lynch is to handle account administration, client relations, and execute trading activity. Lindsey graduated from Michigan State University in 2002 and currently resides in Lincoln Park with her husband, Jeremy.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com