Allyson

Allyson Braun

Chief Operating Officer

Allyson Braun is an experienced leader with a strong passion for supporting the team members at Merkle Retirement Planning in setting and reaching their goals, acquiring new skills, and forming connections with each other, as well as with the families and individuals they serve. Having worked in nearly every role within the company, from client servicing to the creative team, she has gained valuable insights into assisting team members in their growth and in delivering an exceptional experience for pre-retirees and retirees.

In her role as Chief Operating Officer, Allyson is dedicated to creating an outstanding work environment at Merkle Retirement Planning, where team members feel appreciated and understand the vital role they play in helping families and individuals we serve live out their retirement vision.

Outside of work, Allyson finds joy in taking her young daughter Hadley on new adventures to places like parks and the zoo. As a wife, she enjoys exploring new restaurants with her husband Ian. Additionally, as a theatre enthusiast and award-winning actress, she has taken on numerous leading roles in local productions and dedicates her time to volunteering backstage.

Ready to take your retirement to the next level?

Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.

Ready to take your retirement to the next level?

Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.

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