At Weiss-Merkle Financial, our sole focus is YOU.
Director of Marketing
Kelsey is licensed in Health & Accident Insurance and Life Insurance. She also holds a Series 65 License.
Kelsey is the main point of contact for all of Weiss-Merkle Financial’s Retirement Summits and Passport classes. She also delights in organizing the firm’s annual Client Appreciation Event as well as lunch and learns. She also spearheads Weiss-Merkle Financial's marketing and advertising initiatives.
Kelsey grew up in Adel and attended Simpson College where she majored in psychology and minored in management. While in school, she was also the event chairman for Kappa Kappa Gamma.
Kelsey loves living in the East Village and enjoying the downtown Des Moines culture. Contact her today if you'd like to attend one of our many upcoming events!
Get to Know Kelsey: What was the best book or series that you’ve ever read?
Probably "How to Win Friends & Influence People" by Dale Carnagie. My dad has an old beat up copy he keeps in his Nightstand and ever since I could read he would always share highlighted sections with me. I recently listened to the book and was reminded how revolutionary this book is even though the messages seem so simple.
Have Questions for Weiss-Merkle Financial?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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!