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Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.


David A. Lachowski, CRPS, ChFC

Vice President–Wealth Management

Senior Retirement Plan Consultant

“When clients succeed and are satisfied, I feel rewarded. It’s that simple.”

With 15 years spent in the software and high-tech industry in product management and business development for two Fortune 500 enterprise-level companies – and having launched and managed his own business that focused on technology service for clients – Dave has a keen perspective on the challenges facing business owners, entrepreneurs and executives.

Dave’s attention to detail and knowledge of the disciplined steps required to achieve success are incorporated into his time-tested wealth management process – one that leverages the Firm’s research and resources to build a customized strategy for each client.

On behalf of top executives and employees whose qualified retirement plans are handled by the team, Dave believes in providing clear and concise communications that updates and educates.

In 2011, David joined Merrill Lynch Wealth Management after being personally recruited by Doug (generations of David’s family are still Doug’s clients). Dave holds a Bachelor’s degree in Economics from Oregon State University and attended Sunset High School in Portland, where he was born and raised (by his family, which settled in Portland in the 1950’s). Away from the office, Dave plays golf, volleyball and enjoys other outdoor activities with family and friends.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • HI
  • ID
  • IL
  • MI
  • MT
  • NC
  • NV
  • OR
  • PR
  • TN
  • TX
  • UT
  • WA


  • Bachelor of Science in Economics, Oregon State University


  • Senior Retirement Plan Consultant
  • Chartered Retirement Plans Specialist
  • Chartered Financial Consultant

Retirement Plan consulting
401(k) plan services
Business Owners
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035
  • (503) 603-1236

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What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

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