Client Engagement Specialist
As a Client Engagement Specialist Mollie focuses on making sure new families and individuals who join Merkle Retirement Planning have the best experience possible. Mollie ensures families have signed up for workshops, are connected with a retirement planner, and have all their questions answered as they develop Your Merkle Plan, a customized written retirement plan. Mollie started at Merkle Retirement Planning in 2020 as a Client Experience Specialist.
Her work experience also includes 10 years in the banking industry and time as a recruiter at a staffing agency.
Mollie’s favorite fall activity is tailgating with her family. They enjoy cheering on the Iowa Hawkeyes. Each spring Mollie looks forward to her annual trip to Cancun. She loves relaxing on the beach and soaking up the sun with her family.