Sumana Naik

WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits. Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!

Myah Irick is a Private Wealth Advisor at Merrill Private Wealth Management, where she leads the Irick Group. She specializes in providing wealth planning strategies for successful executives, sports and entertainment professionals, individuals and families experiencing sudden wealth, as well as nonprofits and foundations. Myah helps clients align their wealth with their values to create comprehensive wealth and investment plans. Prior to joining Merrill in January 2020, Myah served as an Executive Director at JPMorgan Private Bank and held senior roles at PNC Wealth Management and Columbia University. She holds a B.A. from Lewis & Clark College, an M.A. from Columbia University, and a joint international M.B.A. with honors from Brown University and Instituto de Empresa. Additionally, she has a certificate in Financial Planning from Northwestern University and the Chartered Financial Consultant (ChFC) designation. Myah is active in community and professional organizations, serving on boards such as the Carnegie Science Center, Girls Inc., and the United Way. She is a strategic partner to The Advanced Leadership Institute and the Miss USA Organization, motivated by her experience as Miss Oregon in 2003 to promote educational opportunities for women. Myah is also a frequent speaker on topics including managing sudden wealth, values-based investing, family governance, and strategic philanthropy.

Michael Duckworth is a Private Wealth Advisor and Managing Director within Merrill Private Wealth Management. He is a founding member of The Duckworth Haggerty Group, a private wealth management team based in Pittsburgh that serves a national clientele. Michael and his team provide specialized support and planning tailored to the complex financial needs of successful business executives and entrepreneurs. Their services include investment management, liquidity event strategies, trust and estate planning, customized credit and lending through Bank of America, philanthropy, and family wealth dynamics and governance. The team also has significant experience addressing financial planning challenges faced by families with a member who has a medical disability, severe illness, or special needs. Michael joined Merrill in 2008 after 15 years of experience in the private client advisory group of a large commercial bank. He holds a bachelor's degree from the University of Pittsburgh and holds the Personal Investment Advisor (PIA) professional designation. He has been recognized multiple times by Barron's as one of the "Top 1,200 Advisors in America" and by Forbes as a "Best-in-State Wealth Advisor," reflecting his sustained commitment to his clients and professional excellence. Outside of his professional responsibilities, Michael has served as the immediate past President of the Board of Directors for the Children's Museum of Pittsburgh. He lives north of Pittsburgh with his wife Tracy and their three children. His personal interests include hiking, reading, running, traveling, and spending time with his family.

Deneen Zehr is a Planning Consultant at Fidelity Investments, a position she has held since 2011. She collaborates with clients to develop financial plans aimed at supporting the achievement of their financial goals, utilizing advanced financial strategies available within the industry. Her career in financial services began in 2004 as a Financial Representative at PFS Investments Inc. She has since held several roles as a Planning Assistant at Lincoln Financial Advisors, LPL Financial Network, and Commonwealth Financial Network before joining Fidelity Investments. This experience has contributed to her knowledge and expertise in financial planning.