Asad Gourani

Staying on top of your personal finances can be daunting. I get it. Like everyone else, you have a family, a career, and a half dozen hobbies to which you’d love to devote more time. That’s great! Those are all important things, and you shouldn’t feel guilty about devoting time to those areas of life. But let’s be honest, it’s easy for your finances to get pushed to the background. Who really wants to spend their very limited free time writing out a budget, much less a five-year plan or a list of life goals! Do you feel that even if you had a spare moment to contemplate your financial well-being, you wouldn’t even know where to begin? Perfect! That’s where I come in. I want to help you de-mystify your finances. I want to help you get organized. It IS possible to be at peace with your finances. You don’t have to feel like you’re continuously playing catch-up. Let’s roll up our sleeves together and get started! Why? Because you DO have goals and dreams– and those dreams deserve a fighting chance! Together we’ll use a systematic and comprehensive approach to develop a plan that is completely tailored to you, to your life, and your needs. At Bespoke Planning, my standard of success is simple: to provide a bespoke planning experience that is tailored to each individual client. I’m not a mass market kind of guy. If you’re looking for a mass market experience, or you’re simply looking for an “investment guy,” I’m not it. As a financial planner, I truly love helping clients work through their most difficult financial issues so that they can achieve their goals and live their best life. My wife may think I’m crazy because I spend my free time reading through tax guides and countless blog posts on personal finance– but hey, I love what I do. I feel truly blessed to have found a career about which I am so passionate. I get to see people realize their dreams, mostly by helping them with a lot of the nerdy, nitty-gritty stuff that normal people find to be, quite frankly, super boring. Although the process can be challenging at times, I believe that the results will be richly rewarding! I want to hear you describe your vision of a meaningful life.

Daniel Wohl is a Wealth Management Advisor at Merrill Lynch Wealth Management. He co-founded the Jennings Wohl Group within Merrill's Global Wealth and Investment Management division. Daniel applies his capital markets experience to design portfolios tailored to clients' objectives, time horizons, and investment preferences. His areas of expertise include trust and estate planning, customized credit, wealth strategy, philanthropy, and socially responsible investing. Before joining Merrill, Daniel worked for over ten years at JP Morgan's Private Bank, where he held increasing responsibilities and served as an Executive Director overseeing the investment practice for the State of Michigan. He holds a bachelor's degree from the University of Michigan and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Daniel is actively involved in his community, serving on the boards of the Jewish Federation of Ann Arbor and the Michigan Jewish Sports Foundation, which inducted him in 2016. He is also a former Division One college basketball player at the University of Michigan, where he earned Academic All-Big Ten honors and was part of the 2004 NIT championship team. Daniel lives in Ann Arbor with his wife, Sara, who is also a partner at Merrill, and their three children.

Thomas Durocher is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients since 2012. He is a CERTIFIED FINANCIAL PLANNER® certificant and a partner in The Ackroyd Durocher Group alongside fellow advisor Kevin Ackroyd. Thomas specializes in wealth management and retirement strategies, focusing on areas such as retirement planning and income strategies, investment management, cash management, and wealth transfer including charitable giving. Thomas earned his bachelor's degree in Business Finance from Eastern Michigan University while beginning his career at Merrill’s Ann Arbor branch. He works closely with clients to develop customized financial plans that align with their values and goals, collaborating with their trusted professional advisors to provide comprehensive solutions. His client base includes affluent individuals, families, and businesses, and his practice addresses life transitions such as retirement, inheritance, and asset sales. A lifelong Michigan resident, Thomas lives in Livingston County with his wife Kathryn and their children. Outside of work, he enjoys camping, hiking, golfing, hunting, racquetball, and exploring new technology. He is also involved in community activities, including Kids Camp.