Retirement Planner
Chawn is a Retirement Planner who brings experience and a relationship-driven approach to helping people navigate the many stages of retirement. With more than two decades in the profession, Chawn brings a steady, detail-oriented mindset to retirement planning and values long-term connections built on trust, clarity, and consistency. He is focused on helping families and individuals prepare for retirement and continuing to support them well beyond the initial planning phase — making adjustments, answering questions, and helping them stay aligned as life evolves throughout retirement.
Chawn holds the CERTIFIED FINANCIAL PLANNER™️, Retirement Income Certified Professional®️, Chartered Financial Consultant®️, and Certified Financial Fiduciary®️ credentials, reflecting advanced education and a commitment to professional excellence. He is a Certified Public Accountant (CPA) and earned his MBA from the University of Iowa. He has passed the Series 7 and 66 FINRA examinations. He also holds life and health insurance licenses.
His insights are featured on our TV show Retiring Today with Loren Merkle, the Merkle Retirement Planning YouTube channel, and our podcast.
As a father and husband, he loves watching his high school-aged son play baseball, hearing about his daughter’s adventures at the University of Iowa, and taking bike rides and hikes with his wife, Ryan. As a sports fan, he enjoys cheering on the Iowa Hawkeyes and Los Angeles Dodgers. Growing up as one of five brothers on a dairy farm shaped his work ethic and values, something he applies to his daily life.