PROFESSIONAL PROFILE

Paul Nowakowski, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.,
First Vice President
Wealth Management Advisor
Registered Player Financial Advisor - NFLPA
Paul joined Merrill Lynch in 1988. Paul received his MBA from Embry Riddle University & his BA from Wittenberg University in Political Science & Business Administration.
Paul has affiliations with NFL players, coaches and agents across the country.

Michael W. Burns, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
First Vice President
Wealth Management Advisor
Michael Joined Merrill Lynch in 1985. Michael has a BS in Computer Science from State University of NY at Maritime College. He is a retired Lieutenant Commander of the US Naval Reserve and is on the Board of the Boys and Girls Club of Buffalo.

Kurt Schulz
Financial Advisor
Kurt joined Merrill Lynch after a 10-year career in the National Football League. Kurt played in two Super Bowls with the Buffalo Bills. He was elected first alternate to the 2000 Pro Bowl. He is a three-time GTE Academic All-American 1989-1991. He graduated from Eastern Washington University with a BA in Accounting.

Our team provides planning services for high net worth individuals. Our services include all aspects of financial services, specifically; Retirement & Estate Planning, Education Planning, Special Needs Planning, Liability Management and Trust Services.

Also, to assist players and coaches with all their tax planning strategies, our team has established professional alliances with Certified Public Accountants (CPAs). Through these alliances, we feel confident in delivering the complete wealth management process to our clients.