Team

At Merkel-Damer we are passionate about three things: trust, integrity, and empowerment. With these core values, our primary focus revolves around building and nurturing life-long relationships.

Everything we do at Merkel-Damer is specifically designed and customized to your specific needs, goals and desires. That's because we understand each person's experiences and life history are unique. Additionally, we understand the need for flexibility when challenges and major life changes occur.

While we are very sensitive to the needs of women and the LGBT community, we welcome all who want a comprehensive plan for their future.

Our mission is to help you and your family reach your financial goals with the right kind of plan. We invite you to have a conversation with us without cost or obligation