Paul Jacobson

Phillip Hulme, grew up believing there was a better way. Money was tight, his parents worked long hours and yet there never seemed to be enough to escape the grind. If it wasn't one thing, it was another. As fortune would have it, Phillip had a mentor in the Army who spotted his curiosity for finance and guided him to read and learn more. It lit a fire inside of Phillip and he has never looked back. After serving in the U.S. Army for over 7 years as a special operations signal soldier, Phillip sharpened his passion for finance and his strategic mindset by earning a Bachelor’s of Science in Finance and an MBA with concentrations in both Finance and Strategy. Phillip went to work in corporate America earning, saving and investing all along. After he achieved financial independence at the age of 34, he decided to follow his calling by sharing his learnings with the people who have given us all so much, the Veterans of this great country.

Desmond Blue is a Wealth Management Advisor at Merrill, specializing in serving business owners, athletes, and families. He holds multiple professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), among others. Desmond focuses on areas such as business exits, liquidity events, complex wealth transitions, tax-smart strategies, retirement planning, and legacy planning. Desmond earned a Bachelor of Science in Business Administration from Lee University and an MBA from Liberty University. His professional experience is informed by an eight-year career as a financial advisor and his prior experience as a professional basketball player across five continents. He partners with clients to design strategies for investing, wealth transfer, and managing new wealth. Residing in Canton, Georgia with his wife Jill, Desmond is involved in community organizations including City of Refuge and City Takers. Outside of his professional role, he enjoys playing drums and spending time with his family.

Vincent Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Since joining Merrill in 2007, he has built his practice around collaborating closely with affluent families, individual clients, and business owners to develop customized financial plans that align with their long-term goals. His approach emphasizes quantifiable objectives and hands-on guidance to support informed investment decisions, utilizing the full range of Merrill’s financial resources. Mr. Rogers has been active in the financial services industry since 1997 and holds a Bachelor of Science degree in Economics from Kennesaw State University. He also holds the professional designation of Personal Investment Advisor (PIA). His areas of focus include college education planning, family wealth management, legacy planning, tax minimization, retirement income, and strategies for small businesses, endowments, foundations, and non-profits. Outside of his professional work, Vincent participates in community efforts through his involvement with Cure HHT. He resides in Dallas, Georgia, and his personal interests include baseball, boating, fishing, football, gardening, golfing, music, softball, and volleyball.

Mitchell Boehm is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings a diverse background to his practice, drawing on experience as a former corporate executive at a Fortune 50 company and as a small business owner in industries ranging from technology to consumer products. Mitchell focuses on providing personalized wealth management strategies that help clients pursue their long-term financial goals. Mitchell holds a Bachelor's degree in Finance and Business from the University of Tulsa. He began his financial advising career with Edward Jones before transitioning his practice to Merrill Lynch Wealth Management. He maintains FINRA Series 7 and Series 6 registrations and holds the Personal Investment Advisor (PIA) designation. His client focus areas include personal retirement planning, small business strategies, and helping widowed or divorced women manage their financial futures. Outside of his professional life, Mitchell is married to a CPA and has three children. He is committed to ongoing learning and community involvement, volunteering with local organizations. His personal interests include baseball, chess, cooking, football, golf, table tennis, tennis, and spending time with his family.

Christian Raynor is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in September 1998 and focuses on personal retirement planning, portfolio management services, and retirement income strategies. Christian works with clients to develop personalized financial strategies tailored to their long-term goals. Christian graduated from Florida State University in 1995 and subsequently played professional golf for three years before joining Merrill Lynch. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Christian participates in community volunteering and enjoys football, golfing, running, and spending time with his family.

Tien Sun is a Senior Financial Advisor with Merrill Lynch Wealth Management. She holds a bachelor's degree in finance and international management from the University of Massachusetts, Boston. Tien has over a decade of industry experience and holds professional designations including Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). She is a member of several professional organizations such as the Institute for Divorce Financial Analysts (IDFA), the National Association of Chinese Americans (NACA), and the National Association of Women Business Owners (NAWBO). Tien focuses on working with families, entrepreneurs, and philanthropic leaders to build futures beyond portfolios by integrating investment management, business transition planning, estate strategies, and philanthropic design. Her expertise includes college education planning, family wealth management strategies, personal retirement planning, small business strategies, women and wealth, and retirement income. She brings a tailored, high-touch approach to her clients, aligning financial decisions with purpose and vision. Outside of her professional role, Tien is a mother of three and actively involved in her community. She participates in organizations such as Four Corners Group, serves as PTSA Co-President, and leads workshops through the Second Saturday Workshop Leader program. Her personal interests include drawing and sketching, hiking, music, reading, rock climbing, spending time with family, traveling, watching movies, and practicing yoga.