Director of Client Servicing
Missy brings to the team more than 20 years of experience working in the financial industry. She has passed the Series 6, 7, 26, 24, 51 and 53 FINRA exams and has worked in both Operational and Compliance roles. Being part of our Client Servicing Team, Missy can help answer your questions or otherwise assist you with your requests. Behind the scenes, she will be using her prior experience to help streamline processes and improve efficiencies where needed. The absolute highlight of Missy’s role is interacting with our families and contributing to their successful retirement.
Missy grew up in Pleasant Hill and now calls Johnston home. Missy and her boys, Carson and Max, love being outdoors. Their favorite activities include long bike rides on the trails, bonfires, fishing in the pond behind their home and swimming at grandma and grandpa’s house. Each Monday during our team huddle, Missy shares with the Merkle Retirement Planning team tales of her “boy mom” adventures, which are always entertaining.