Susanne Thalman

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.

Judith de Bry is a Wealth Management Planning Consultant at Fidelity Investments, where she supports Wealth Planners in Private Wealth with their clients and clients' families. Her role involves collaborating with clients to create financial and family legacies by addressing their situations, finding appropriate strategies, and identifying areas for improvement in their overall financial plans. She emphasizes forming strong relationships based on trust and integrity. Judith has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 1997, including Regional Planning Consultant Private Wealth, Planning Consultant, Financial Consultant, Investment Management Consultant II, and Planning Consultant for Annuity and Life. She also worked as a Wealth Management Advisor at TIAA and as a Financial Advisor at AXA. Judith holds insurance licenses in Arkansas and California.

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.