Client Onboarding Specialist
Brady joined the team as an intern in May of 2022. He started at Merkle Retirement full-time as a Client Servicing Specialist in December of the same year after graduating from Iowa State University.
Brady says his favorite part of working at Merkle Retirement Planning is the team approach – everyone working together to build and execute Your Merkle Plan. He enjoys all the details of building a retirement plan, from conversations during visits to preparing files and ensuring that paperwork and other transactions are processed correctly.
Brady has passed the Series 65 securities exam and has his life, health, and accident Iowa insurance licenses.
When Brady’s not working, he’s fishing or wishing he was fishing. His favorite spot is Port Clinton on Lake Erie. He enjoys a yearly trip there with his brother, father, and grandfather.
Brady grew up in Webster City. He’s also a Minnesota Vikings fan.