Jon Monk

Newpark Wealth specializes in financial planning and investments for Emergency Physicians. We do our best work for Emergency Physicians in their 40s who are tired of working night shifts and are looking to retire at 55. Our clients have neither the time, desire, or mental energy to properly manage their increasingly complex finances, as career, family, and recreation consume those scarce resources. Our clients are eager to outsource financial planning and investment management to a trusted advisor. We work with you to develop a comprehensive financial plan that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals. We understand the nuances of your career arc – and the stresses of Emergency Medicine – deeply enough to accurately build, and continuously refine, projections of your household net worth. Ultimately, Newpark proactively prioritizes your financial action items to entirely relieve you of that mental burden and protect your time – while preparing you to retire at age 55.

Elena Stein is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Elena works closely with clients to develop flexible investment plans that adapt to changing market conditions, leveraging the resources of Merrill and Bank of America. Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, women and wealth, and retirement income. Elena holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Texas System. Outside of her professional work, Elena enjoys dancing, gardening, hiking, skiing, traveling, and yoga. Her approach centers on working one-on-one with clients to develop financial strategies aimed at achieving their long-term objectives.

Mitchell Winter is a Private Wealth Advisor and founding partner of the Winter-Stein-Potvin-Hokin Group at Merrill Private Wealth Management. He specializes in serving ultra-high net worth families by simplifying and streamlining their complex financial affairs. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and special needs planning strategies. He holds a Bachelor's Degree from Lafayette College and has earned the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Mitchell is committed to personalized wealth management strategies, working closely with clients to develop tailored financial plans that align with their long-term goals. Mitchell has been an Upper West Sider in New York City throughout his adult life and has been married for 41 years with three children and one granddaughter. He participates in community activities and dedicates time to mentoring interns and externs at Lafayette College as well as supporting MS Hope for a Cure. His personal interests include golfing, hiking, skiing, spending time with family, and traveling.

John Darrah is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 33 years of Wall Street experience to his role. He specializes in serving individual investors, institutions, and trusts, focusing on the full life cycle of wealth, including accumulation, preservation, and distribution. John is a qualified Portfolio Manager who manages personalized and defined investment strategies on a discretionary basis. His approach incorporates individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. John holds the Certified Private Wealth Advisor (CPWA®) designation awarded by the Investments & Wealth Institute through the University of Chicago, and he maintains FINRA Series 7, 65, 63 registrations, as well as a Series 3 CFTC registration. He earned a Bachelor of Science degree with distinction in Finance from the University of Maine. John divides his time between New York City and Park City, Utah, where he lives with his wife.

Anthony Brookfield is a Private Wealth Manager with Merrill Private Wealth Management. In his role, he works closely with a selective group of ultra-high-net-worth individuals and families to provide disciplined portfolio oversight and develop investment strategies. He integrates tax, estate, and philanthropic planning to ensure a cohesive financial framework for his clients. Anthony specializes in advising business owners during critical transition periods, including pre-liquidity planning and post-exit capital deployment, assisting them in transforming enterprise value into lasting family wealth. He also guides senior executives on equity-based compensation, covering concentrated and restricted stock strategies, while implementing risk management and multigenerational governance structures aimed at preserving wealth. He holds a Bachelor of Arts degree in Economics from the University of California, Davis, and an MBA in International Business and Finance from Columbia Business School. Anthony is designated as a Personal Investment Advisor (PIA).