Contact us today! Call 515-278-4110 or email info@wmfplan.com

Kelsey Merschman

At Weiss-Merkle Financial, our sole focus is YOU.

AnnaMarie Morrow, Director of Client Experience

AnnaMarie is licensed in Health & Accident Insurance and Life Insurance.

As the Director of Client Experience, AnnaMarie is the first face you see when you come into our office.  She schedules visits, gives tours, takes part in social media initiatives, and directs our clients to the team member that best suits their needs at that time.

AnnaMarie grew up in an Air Force family moving every 2 years and attending Green Valley High School in Las Vegas, NV.  She then received a full ride scholarship to play volleyball at Snow College in Ephraim, UT.  From there she went on to become a certified personal trainer and coach which she loves doing on the side.  She has loved becoming an Iowan and has her Iowa Insurance licenses.  AnnaMarie resides in Urbandale and in her free time loves playing volleyball, painting, and going to Lake Ponderosa with her family.

Plan for Financial Independence

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@wmfplan.com or call us at 515-278-4110 today!

 

kit-half

Get instant access to our Retirement Planning Kit

Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!