At Weiss-Merkle Financial, our sole focus is YOU.
Kelsey Merschman, Marketing Director
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!
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@WeissMerkleFinancial.com or call us at 515-278-4110 today!
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!