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Reach Your Goals.


Our passion is planning and people.

loren

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 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. 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

Abby Huntrods
Investment Adviser

chawn

Chawn Honkomp, CPA
Investment Adviser

julie

Julie Wagner
Compliance Officer

Client Servicing Team

haley

Haley Danforth
Director of Client Servicing

erin

Erin Cady
Client Servicing Specialist 

tyler

Tyler Davis
Client Servicing Specialist

Marketing Team

kelsey

Kelsey Merschman
Managing Director of Marketing

allyson

Ally Martens
Content Director

molly

Molly Nelson
Host of Retiring Today & Content Strategist

richelle

Richelle Smith
Creative Director

Client Experience Team

annamarie

AnnaMarie Morrow
Director of Client Experience

spenser

Spenser Atwood
Client Experience Specialist

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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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