The Kuhn Group 

Professional Profile

As a wealth management group, we work comprehensively with our clients' wealth management plans in an effort to create and grow wealth, protect and preserve wealth, and plan the distribution of wealth. We combine our individual talents and experience to specialize in retirement planning, portfolio management, estate planning, risk management, personal banking, and business financial services. Our primary objective is to deliver an unparalleled level of service in a highly personalized way.

Lavona Kuhn, CRPC®, CFM
First Vice President - Investments
Lavona has been with Merrill Lynch for more than thirty years, and has extensive experience in financial planning. Lavona is a Chartered Retirement Planning Counselor™, and is instrumental in creating and implementing retirement plans for our clients, as well as market and economic analysis.

John R. Klein, CFP® certificant, ChFC®
Vice President
John is a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Consultant™, joined Merrill Lynch in 2000 and specializes in creating financial plans and managing investment portfolios with an emphasis on asset allocation modeling and implementation.

L. Blake Bailey, CFM
Vice President
Blake, also joining Merrill Lynch in 2000, is a Certified Financial Manager and specializes in investment selection for core portfolios, adding options strategies and alternative investments with a focus on risk management.

Marwan Touma, CSNA
International Financial Advisor
Marwan, a native of Lebanon, joined Merrill Lynch in 2006 and has experience in equity trading and analysis, and specializes in investment management and personal banking for ultra high net worth families.

Summer Rudder
Registered Client Associate
Summer has been with Merrill Lynch since 1995, and serves as the direct contact for administrative functions and business operations, including order entry, wire transfers, account processing and maintenance.

What Can You Expect From Us?

Our Approach – We work comprehensively with our clients’ wealth management plans.
1) Our team concentrates on your financial and investment needs by helping you develop strategies to manage your personal and/or business finances.
2) We stress a disciplined, long-term approach to investing and emphasize financial planning to help you determine your financial needs and risk tolerance.


Our Service Commitment - We provide an unparalleled level of service to our clients. Portfolio performance and client satisfaction are our primary objectives. To reach this goal, we will:
1) Deliver periodic reviews of your portfolio’s performance during the year.
2) Contact you on a regular basis in order to keep you informed of current events.



When choosing a wealth management group to help coach you through these issues, please consider The Kuhn Group.
- We have provided financial advice and wealth management services for more than 60 years combined.
- We advise Merrill Lynch clients who have more than $230 million in corporate, family and individual assets held with Merrill Lynch.
- We have extensive experience assisting the Firm's high-net-worth clients accross several states with wealth transfer, business services, retirement and estate planning issues, private money management, and concentrated stock strategies.
- Our clients comprise affluent families, retired employees and successful business owners who value the comprehensive planning approach we bring to the relationship.

THANK YOU for visiting our web page. We are committed to providing an unparalleled level of service to our clients. If you have any questions or would like more information, please contact us via e-mail or telephone.