Compliance Officer
As Compliance Officer, Missy ensures that Merkle Retirement Planning complies with relevant regulations, laws, and policies, including compliance with local, state, and federal financial laws and regulations.
Missy is an experienced leader with outstanding organizational skills and attention to detail. She has over 25 years of experience in the financial industry and has passed the Series 6, 7, 24, 26, 51, and 53 FINRA exams. Missy has her life, health, and accident Iowa insurance licenses and her Series 65 securities license. Missy has worked in operational and compliance roles.
Outside of work, Missy enjoys spending time outdoors with her teenage boys, Carson and Max. They enjoy long bike rides on the trails, bonfires, fishing in the pond behind their home, and swimming at their grandparents’ house.