Certified Financial Planner™
Haley’s favorite saying is “knowledge is power.” As a retirement planner, she loves empowering pre-retirees and retirees with the knowledge they need to enter retirement with confidence. She is also dedicated to staying up to date on the complex and ever-changing rules and regulations of retirement planning. Her excellent organizational skills, attention to detail, and ability to effectively communicate retirement concepts help the individuals and families we work with understand the why behind their retirement plans.
Haley has her life, health, and accident Iowa insurance licenses and holds her Series 65 securities license. Haley meets with the individuals and families we work with in-person and has conversations over the phone to help them build retirement plans and update their customized retirement plan we call Your Merkle Plan. She also teaches our educational workshops, including Women in Retirement.
On weekends, you can find her and her husband, Chad, at Raccoon River Park exercising their Cavapoo, Mozzie. During football season, the Kansas City native cheers on her beloved Chiefs.