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Kelsey Merschman 



Event Coordinator


Kelsey specializes in creating fun educationally focused events for Weiss-Merkle Financial's clients.  She puts on bimonthly Lunch & Learn events for clients focusing on a wide variety of topics from finance to golf & gardening.  Kelsey loves planning the annual Client Appreciation Event, a large gathering of Weiss-Merkle Financial clients for an evening of gratitude and entertainment.  Kelsey also loves assisting James & Loren with their dinner seminars and classes by taking reservations, helping with technology, and introducing the advisors.  She is also the main point of contact for scheduling, whether it be for a visit with James and Loren or to attend one of Weiss-Merkle Financial's many events.

Kelsey is a Simpson College graduate with her bachelor's in psychology and an associate's degree in management.  She has earned her Life, Accident & Health Licenses for the State of Iowa as well as her Series 65 Securities License.  She is the main point of contact for scheduling, reserving seats at seminars, and enrolling in classes.  Contact her today if you'd like to attend one of our many upcoming events!

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To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@weissmerklefinancial.com or call us at 515-278-4110 today!

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