Our dedicated team of professionals can help you

Reach Your Goals.

Our passion is planning and people.


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.

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 advisers 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 and has his life, health and accident Iowa insurance licenses. He also has passed the Series 6, 7, 24 and 63 securities exams. He is the host of the Retiring Today TV show & podcast. Loren resides in Johnston, Iowa, with his daughter. When he is not working, he enjoys spending time with his family, traveling and being outdoors.


Abby Huntrods, RICP®
Investment Adviser


Chawn Honkomp, CPA
Investment Adviser

Executive Team


Ally Braun
Chief Operating Officer


Julie Wagner
Compliance Officer

Client Experience Team


AnnaMarie Morrow
Director of Health Care & Client Experience


Spenser Atwood
Client Experience Specialist

Operations Team


Haley Danforth
Director of Client Servicing


Erin Cady
Client Servicing Specialist 


Tyler Davis
Client Servicing Specialist

Marketing Team


Molly Nelson
Host of Retiring Today & Content Strategist


Richelle Smith
Creative Director

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