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Brock Sage

Client Servicing Specialist

As a Client Servicing Specialist, Brock helps create a positive and responsive experience for the families and individuals we serve. He assists with answering questions, providing ongoing support, and helping ensure each family receives the personalized attention and care they deserve throughout their retirement planning journey.

With several years of experience in the financial services industry, Brock has developed strong communication, problem-solving, and relationship-building skills through roles focused on customer service, claims support, and financial guidance. He is passionate about helping people navigate important financial decisions and takes pride in building meaningful relationships with the families and individuals he serves each day.

Brock thrives in Merkle Retirement Planning’s collaborative culture and values the opportunity to make a direct impact by supporting those working toward their retirement goals. He holds life and health insurance licenses.

Outside of work, Brock enjoys cheering on the Baltimore Ravens, exploring the outdoors, grilling, hiking Ledges State Park, and spending time with his fiancée, Jill, and their son, Bronson. He is also an avid fan of movies and card games, and enjoys traveling with his family whenever the opportunity arises.

Ready to take your retirement to the next level?

Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.

Ready to take your retirement to the next level?

Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.

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