Client Engagement Specialist
Mollie’s mission is to ensure that anyone who engages with Merkle Retirement Planning has a first-class experience, whether they are signing up for a workshop, scheduling a Retire Ready Phone Call, or taking the next steps toward building the customized retirement plan we call your RetireSecure Roadmap.
As a Client Engagement Specialist, Mollie has helped hundreds of families through the process, serving as a helpful, knowledgeable, and enthusiastic guide. She answers questions, addresses their concerns, and connects them with our team of experienced retirement planners as they build their RetireSecure Roadmap.
In addition to her work at Merkle Retirement Planning, Mollie has ten years of experience in the banking industry and has worked as a recruiter at a staffing agency.
As an Iowa Hawkeye football fan, Mollie enjoys tailgating with her family during the fall. She also loves to travel, and Cancun is one of her favorite getaways. She looks forward to visiting annually to soak up the sun and take a break from the Iowa winters.