Client Onboarding Specialist
As a Client Onboarding Specialist, Mallory plays an integral role in helping the families and individuals we serve feel confident and supported from the very beginning of their retirement planning journey. She was drawn to this position because it blends her people-first nature with her love for clear, organized processes. Guiding families through paperwork, account setup, and asset transfers is something she genuinely enjoys—especially when she can make the experience smooth and stress-free. Mallory also appreciates the highly collaborative nature of the role, working closely with both the Retirement Planners and the Client Servicing Team to ensure every new relationship starts off on the right foot.
Mallory is a graduate of Graceland University in Lamoni. Before joining the Merkle Retirement Planning team she spent six years working in the insurance industry, in training and development and as an insurance agent. She holds licenses for life, health, and accident insurance in Iowa.
Outside of work, Mallory values time with her family—sharing that, next to “wife,” her favorite titles are “Dog Mom” and “Auntie.” She could also add “handywoman” to the list, as she and her husband, Logan, enjoy taking on home projects together. Mallory is also active in her church community, where she leads several groups and enjoys supporting others through faith and service.