Richard Coleman

Richard Coleman is a Financial Advisor with the McCannon, Dyer and Coleman Group at Merrill Lynch Wealth Management, based in Marble Falls, Texas. He serves clients across the Texas Hill Country and beyond, assisting investors at various stages of life. His role focuses on creating tailored financial plans that align with clients’ goals, covering areas such as family wealth management, legacy planning, retirement income, and investment strategy. Richard joined Merrill Lynch in December 2021, bringing prior experience from Ernst and Young in tax accounting. He holds both a Bachelor of Business Administration in Accounting and a Master of Accountancy from Baylor University. Richard is a Personal Investment Advisor (PIA) and applies his background in accounting and passion for portfolio analysis to support clients in understanding complex financial topics, including investing and estate planning. He leverages digital tools to enhance the client experience. A lifelong member of the Highland Lakes area, Richard actively contributes to his community by volunteering as a football and basketball coach at Faith Academy. He resides in Meadowlakes, Texas, with his wife and their son. His personal interests include golf, tennis, hunting, traveling, and supporting Baylor Bears athletics.

Steve Mc Cannon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2000. He collaborates closely with families, businesses, trusts, and foundations to help streamline multiple areas of their financial lives. Steve focuses on portfolio design, retirement analysis and strategy, higher education funding, trust and estate planning services through Bank of America Private Bank, and long-term care analysis and selection. He serves as a liaison for Merrill's Financial Advisor Development program and assists with the design and maintenance of employee benefit plans as a Merrill Retirement Accredited Financial Advisor. Steve holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations. He earned a Bachelor's degree in finance from Lamar University in Beaumont, Texas. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Steve aims to help clients reduce stress related to investing and takes a humble servant approach to assisting families. Outside of his professional work, Steve resides in Meadowlakes with his wife, Shannon, and their three daughters. He is a member of Faith Academy Marble Falls and has coached its cross country and track teams for over 20 years. Steve enjoys running, biking, fishing, and spending time with his family.

Jo Dyer is a Resident Director at Merrill, bringing over a decade of experience as a Certified Public Accountant to her role. She provides guidance to high-net-worth families, focusing on legacy planning, personal retirement planning, tax minimization, retirement income, and women and wealth. Jo strives to be a primary resource for clients seeking to create and implement financial strategies that address their current and future needs, including multi-generational wealth transfer. Jo earned a Bachelor’s degree from the Texas A&M University System and holds the Personal Investment Advisor (PIA) designation. She partners with clients and their professional advisors to develop tailored approaches that align with their financial goals. While drawing on her CPA background, she does not provide tax advice in her current role at Merrill. Outside of her professional responsibilities, Jo volunteers as a Better Money Habits Champion and with CASA of the Highland Lakes. She spends her personal time with her family and enjoys tennis and yoga.

Kaitlin Lewis is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, she works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. She provides ongoing advice and adjusts clients' portfolios as their situations evolve. Before joining Merrill Lynch, Kaitlin accumulated six years of experience in Military Intelligence as a linguist and analyst. She also has prior experience in banking and lending, which has contributed to her skills in managing client accounts and addressing inquiries efficiently. Kaitlin earned her Bachelor of Business Administration in Management from the University of Texas at San Antonio. She holds the Personal Investment Advisor (PIA) designation.