Danielle Harrison

Trek Wealth Planning is for families who want real financial advice, not a sales pitch. We help you answer the big financial questions like: - How soon can I retire? - How much do I need saved before I can clock out for good? - How do I pay less in taxes? - How can I improve my investment returns? - How much can I expect to spend in retirement? We use our expertise, tools, and the latest technology to stress-test your retirement plan, giving you confidence in the best path forward. And we present it to you without all the financial jargon. Ultimately our mission is to provide transparent, personalized financial guidance that empowers you to make informed decisions and achieve your financial goals.

Michael Flanagan is a Senior Resident Director with Merrill Lynch Wealth Management, bringing nearly three decades of experience to his role. He specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. Michael leverages the full range of Bank of America and Merrill resources to provide comprehensive financial advice aimed at integrating all aspects of clients' financial lives. Michael holds a Bachelor's Degree from Northwest Missouri State University and is a Personal Investment Advisor (PIA). His professional background includes managing director responsibilities and extensive involvement in community organizations such as the Columbia Youth Wrestling Club, Missouri Wrestling Foundation, and the Country Club of Missouri. He has been active in the Columbia community since 1989. Outside of his professional commitments, Michael enjoys golfing, traveling, practicing yoga, and spending time with his family. He has a long-standing personal philosophy of working closely with clients to develop personalized financial strategies tailored to their long-term goals.

Richard Blankenship is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and re-joined Merrill Lynch in April 2016. In his role, Richard provides purpose-driven investment consulting and wealth management services from an independent and objective perspective. His expertise includes a wide range of client focus areas such as family wealth management strategies, retirement planning, philanthropic planning, institutional investment consulting, and portfolio management services. Richard holds a Bachelor's degree from the University of Missouri and an Executive MBA from Washington University in St. Louis. He has earned several professional designations, including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the Investments & Wealth Institute™ and is affiliated with professional organizations such as ROTARY SOUTH, JEFFERSON CLUB, TIGER SCHOLARSHIP FUND, MIZZOU ALUMNI ASSOCIATION, and WASHINGTON UNIVERSITY ALUMNI ASSOCIATION. A native of Sikeston, Missouri, Richard lives with his wife Brenda and they have three daughters and multiple grandchildren. He participates in community activities, volunteering with organizations including the Food Bank and Ronald McDonald Home. Richard’s approach to wealth management emphasizes collaboration and aligning financial strategies with clients’ life goals, while maintaining vigilance on economic and market developments that could impact their wealth.

Matthew Volk is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and both individual and corporate investment strategy. Matthew works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Matthew earned a Bachelor's Degree from the University of Missouri System and holds the Professional Investment Advisor (PIA) designation. He is committed to community involvement, actively volunteering with the Central Missouri Food Bank and the Central Missouri Humane Society. In his personal time, Matthew enjoys playing tennis, following baseball—particularly the St. Louis Cardinals—traveling, and spending time with his family.