Lori Westerfield started with the firm in 1987. According to Lori, the single most important characteristic that contributes to the Merkel – Damer Financial Stategies Group’s success is TRUST. Her sole focus is meeting the needs and expectations of their clients. She has the series 7 and 63 registrations. She has extensive knowledge of the firm’s investment planning software and coordinate other client-focused activities.
On a personal note, Lori’s favorite athlete is Peyton Manning. Her favorite food is pasta and she likes old musicals. Her greatest achievement to date is raising her daughter as a single parent. Lori is a lifetime resident of Indianapolis and is married to Eddie. She has one daughter, Amanda, and two grandchildren, Isaiah and Lilah. Lori and Eddie enjoy boating and being with their family.
Mary Reinking started with the firm in 2006 and has extensive knowledge of both administrative and operational systems. She has the series 7 and 63 registrations. Mary enjoys the Merkel-Damer Financial Strategies Group because Ginger and Maureen generally care about their clients and strive to help them reach their retirement goals. She is always available to assist clients with administrative matters.
Also, a lifetime resident of Indianapolis, Mary is married to Johnathan and has three sons: Simon, Jacob and Justin. She has six grandchildren: Skyler, Noah, Elija, Chloe, Micah and Avahlyn.
Mary and John are active in their church. Mary’s favorite travel destination is any beach. After 40 years of marriage, Mary considers raising three sons who are wonderful young man as her single greatest achievement. In her spare time, Mary loves to spend time with family, read and travel.