Certified Financial Planner™
Chartered Financial Consultant®
Retirement Income Certified Professional®
Certified Financial Fiduciary®
Chawn joined Merkle Retirement Planning in 2019. He has more than 20 years of experience in the financial services and public accounting industries. The CPA side of him enjoys the detailed and strategic nature of retirement planning, while the high-energy, outgoing side of him loves asking questions and getting to know the families we have the opportunity to work with. Chawn prides himself on building long-lasting relationships and simplifying the complexities that are part of retirement planning.
Chawn grew up on a dairy farm in eastern Iowa. He is the fourth of five boys, all with names that start with a “C”. The early mornings and late nights of helping to run the family farm and manage their dairy cows has shaped his approach to hard work. One of their top family values was “put the time in and do the work first, and expect the reward later.”
Chawn resides in Clive with his wife, Ryan, daughter, Morgan, son, Tyler and their Cavapoo dog, Rex. In the summer, you can find Chawn on the baseball field, coaching his son, Tyler. In the fall, he is in the gym cheering on his daughter, Morgan, at volleyball games. Chawn and Ryan enjoy working out, staying active, and tackling projects around their house together.
Chawn has been a CPA since 2000, has his MBA from the University of Iowa, is a Certified Financial Planner™ professional, Retirement Income Certified Professional®, Chartered Financial Consultant Designation®,and a Certified Financial Fiduciary®. He has his life, health and accident Iowa insurance licenses and has passed the Series 7 and 66 securities exams.