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Ted Altenburg has extensive experience in financial strategies and portfolio construction. As a senior partner, he focuses on the investment strategy, asset allocation, risk management, and manager selection. He serves on the Board of the Columbus Zoo as well as the Zoo’s Endowment Board. Ted has over 40 years of experience advising clients, and he believes relationships are the core of the business. By understanding the wants and needs of clients, the team is able to leverage the full resources of Merrill Lynch to help them achieve their financial goals. In the process, the team becomes an essential partner in helping to turn visions into reality. Ted graduated from Miami University and earned his MBA from The Ohio State University. He lives in Dublin with his wife Suzie, and enjoys golfing and snow skiing. Austin Altenburg adheres to a disciplined process that delivers a consistent yet customized wealth management experience and he is dedicated to providing service beyond the expectations of his clients. Austin is involved with due diligence of investment selections and actively researches the marketplace so client’s are well-equipped to reach their financial goals. In addition, Austin is responsible for developing new relationships and introducing qualified individuals in need of financial recommendations to the team. Austin is a graduate of Arizona State University. He and his wife Anna have two young children (Colton and Reagan), and enjoys playing golf in his spare time.
Katelyn Paradise is a graduate of Ohio University with a bachelor's degree in finance and a focus in accounting. Upon graduation in 2011, she joined Merrill Lynch. After two years as an associate, she began her career in advising. In 2014, she joined Altenburg & Associates in a planning role. She holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Board of Standards, Inc. As a CFP® professional, she helps our clients build wealth management plans to achieve their goals. She and her husband, Kyle, enjoy boating, skiing and traveling. Jennifer Newman holds the Certified Investment Manager Analyst® (CIMA®) and Chartered Retirement Planning CounselorSM (CRPC®) designations. She graduated from The Ohio State University and she has 13 years of asset management experience at Merrill Lynch. Allison Kelley began with Merrill Lynch in 2006 at Jacksonville, Florida as a Priority One Representative in the Managed Products Department. She returned to Columbus in 2008 and joined Altenburg & Associates where her commitment is to provide the absolute highest level of service to our clients. Allison’s service model is to exceed client expectations, and she works closely with the team and firm to fully service client accounts. In her free time, Allison enjoys arts and crafts.*Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Senior Vice President-Wealth Management
Senior Vice President - Wealth Management
Senior Financial Advisor
First Vice President - Wealth Management
Wealth Management Advisor
Registered Client Associate
Austin Altenburg is registered to do business in : AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MA, MD, MI, MO, NC, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA
Katelyn E. Paradise, CFP® is registered to do business in : AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MA, MD, MI, MO, NC, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA
Jennifer A. Newman, CIMA® CRPC® is registered to do business in : AK, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MD, MI, MN, MO, MS, MT, NC, ND, NM, OH, PA, SC, TN, TX, VA, WI
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