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 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.


Abby Huntrods
Associate Adviser & Investment Adviser Representative


Chawn Honkomp, CPA
Associate Adviser & Investment Adviser Representative

Operations Team


Haley Danforth
Client Servicing Specialist


Erin Cady
Client Servicing Specialist 


Tyler Davis
Client Servicing Specialist


Phil Cooper
Client Servicing Specialist

Marketing Team


Kelsey Merschman
Director of Marketing & Team Development


Ally Martens

Director of Creative Content


AnnaMarie Morrow
Director of
Client Experience


Molly Nelson
Host of Retiring Today & Public Relations Specialist


Andrea Kurtz
Director of Communications

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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