PROFESSIONAL PROFILE

The Calhoun Group at Merrill Lynch was founded with the goal of delivering the vast resources of one of the world's most prestigious wealth management firms with all of the intimacy and personal service of a boutique. By taking a more holistic approach to the wealth management process, we aim to assist clients with every aspect of their financial lives.

Our group consists of experienced professionals who take a "hands on" approach to financial guidance. Not only are our team members extremely knowledgeable, but they truly care about helping each client achieve financial stability and independence. We do everything in our power to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach in realizing their dreams.

John Calhoun, First Vice President – Investments, Wealth Management Advisor is the senior team member and originator of the group. He graduated from Missouri State University in 1973 and the University of Missouri-Columbia Masters program in 1975. John began his career as a financial advisor in 1981 and went on to receive the CIMA designation (Certified Investment Management Analyst) from the Wharton School at the University of Pennsylvania in 1999. John was a member of the A.G. Edwards and Morgan Stanley Chairman’s Club, and is a current member of the Merrill Lynch Circle of Excellence. His years of service are invaluable to the team, adding both credibility and experience.

Dana Havens is a Financial Advisor with almost two decades of experience in the financial services industry, joining Merrill Lynch in 2005. Dana’s area of concentration is on financial planning and portfolio management, recommending both traditional and alternative investments. She spends a majority of her time implementing personalized investment recommendations that address the complex needs of individuals and families. She graduated from Drury University in 1990 with a B.A. in Business Administration and Economics. She currently holds her Series 7, 31, 63, 65 and Insurance licenses. Dana lives in Nixa, Missouri with her husband Richard and step-daughter Alexis, and serves on the Advisory Board of the Breast Cancer Foundation of the Ozarks.

Ryan Patterson is a Financial Advisor that has been with the team since 1999. Ryan excels at creating customized financial solutions in the areas of investment selection, retirement cash flow analysis, income tax minimization and estate planning strategies. He received his B.S. in Finance from Missouri State University in 2000. Ryan holds his Series 7, 31, 63, 65 and Insurance licenses. Ryan is originally from Crystal City, Missouri and currently resides in Nixa, Missouri with his wife Kelly.

Tracy Bevel, Registered Client Associate, joined the team in 1999. Tracy is the first line of contact in assisting clients with the integration of Merrill’s many capabilities. She has a range of experience regarding various financial products and services and is an integral part of developing customized client solutions. She graduated in 1994 from Missouri State University with a B.A. in English. Tracy holds her Series 7 and 66 licenses. Tracy lives in Springfield, Missouri with her husband Bryan.

Delvan Mitchell, Jr. is a Financial Advisor and the newest member on the team. He attended Drury University where he received his B.A. in Business Administration and Accounting and an MBA. Prior to joining Merrill Lynch in 2007, Delvan spent 10 years at Ozarks Technical Community College in various roles including Dean and part-time faculty. He is a licensed advisor whose primary role with the team is to build relationships with new clients. As a lifelong Springfield resident, Delvan has many connections within the community and enjoys helping others plan for their future.