Our dedicated team of professionals can help you

Reach Your Goals.


Our passion is planning and people.

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Loren Merkle, CFP®

Loren's passion is helping people achieve their retirement dreams. He's been a part of the financial industry since 1998 and has helped thousands of people retire successfully.

Through his many years in the industry, Loren has been able to unmask a lot of what goes on behind the scenes at major corporations. He experienced companies and advisors that would overcharge and oversell investment products with no intention of seeing their clients through. Because of this, he has dedicated himself to changing the industry for the better with a team of professionals driven to put the client's needs first.

Loren is a CERTIFIED FINANCIAL PLANNERTM. He also has passed the Series 6, 7, 24 and 63 securities exams. He is the host of Retiring Today with Loren Merkle. Loren resides in Johnston, Iowa, with his daughter. When he is not working, he enjoys spending time with his family, traveling and being outdoors.

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Abby Huntrods
Investment Adviser

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Chawn Honkomp, CPA
Investment Adviser

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Julie Wagner
Compliance Officer

Operations Team

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Haley Danforth
Client Servicing Specialist

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Erin Cady
Client Servicing Specialist 

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Tyler Davis
Client Servicing Specialist

Marketing Team

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Kelsey Merschman
Managing Director of Marketing

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Ally Martens
Content Director

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Molly Nelson
Host of Retiring Today & Content Strategist

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Richelle Smith
Creative Director

Client Experience Team

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AnnaMarie Morrow
Director of Client Experience

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Spenser Atwood
Client Experience Specialist

Ready to Take
The Next Step?


With so many decisions to make to and through retirement, being proactive is priceless. Schedule a visit today or register to attend a class to jump start confidence in your retirement.

Or give us a call at 515.278.4110

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