PROFESSIONAL PROFILE
Paul Holyszko, CRPC®, CFM
First Vice President - Investments
paul_holyszko@ml.com
888-835-3253
Paul Holyszko, First Vice President is a Wealth Management Advisor,CRPC®, CFM in the Saginaw, MI office. With over 20 years experience, Paul is dedicated to providing clients with the finest individually tailored approach to investing. Paul provides a wide array of financial services including wealth management, retirement planning, college planning and ERISA 401k Profit Sharing. Drawing on his experience and Merrill Lynch's global resources, Paul develops personalized strategic solutions to address complex financial needs.
Together with specialist in different areas of expertise, Paul also offers discretionary portfolio management, life insurance analysis and funding, wealth preservation and transfer services.
Russ Wittkopp,CRPC®,CFM
Assistant Vice President
russell_wittkopp@ml.com
989-791-8461
Russ Wittkopp, is an Assistant Vice President, CFM with Merrill Lynch in the Saginaw, MI office.
Russ will assist you with your financial future in many different ways. He can help you identify and set financial goals, develop plans for investing, help with building for retirement, create income after retirement, and assess your net worth, among other things. He will also assist you with monitoring investment choices to evaluate performance and modify the investments as seems appropriate.
There is much to consider regarding investing, saving, college planning and retiring. With over 20 years experience, along with Merrill Lynch's world renowned resources, Russ will help make these goals achievable by providing on-going client service.
Jason Holyszko
Financial Advisor
jason_holyszko@ml.com
989-791-8477
Jason Holyszko, Financial Advisor - As a trusted Financial Advisor with Merrill Lynch, Jason leverages the unparalleled resources of Merrill Lynch and Bank of America to deliver customized financial solutions for a select group of individuals, businesses, and institutions. His comprehensive wealth management services include portfolio management, retirement planning, insurance and estate planning, liability/debt management, and ERISA 401K/Profit Sharing Plans.
Jason joined Merrill Lynch in 2006, and is a graduate of Northwood University. Jason, his wife Rachel, and daughter Markesa reside in Bay City. Jason is an avid golfer and outdoorsmen. Jason is active in the community participating in the Bay City BNI Chapter, Saginaw YPN Group, and Saginaw Chamber of Commerce.
Tammy Mentel
Registered Client Associate
tammy_mentel@ml.com
989-791-8470
Tammy Mentel is a Registered Client Associate for the Holyszko Group. She works with Paul, Russ and Jason in the Saginaw, MI office and handles the account administration and client relations. She has been with Merrill Lynch since 1987