Team

Each of our agents has extensive personal and professional experience. We look forward to helping you achieve your financial goals!

We hold various securities licenses and professional designations. Our qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. We provide a personalized road map to help you work toward a more secure financial future.

Ann Merkley

Registered Representative

515-259-3572

515-259-0940

Ann.Merkley@Ceterafs.com

Ann has been in the financial industry for over 40 years. As Senior Partner with Merkley Wealth Associates, Ann brings the experience and knowledge to help you identify wealth-building opportunities. Ann also focuses on helping you...

Laura Bell

Operations Manager

515-259-3575

515-259-0940

laura.bell@ceterafs.com

Bonnie Joyce

Branch Operations Manager

515-259-3573

515-259-0940

bonnie.joyce@ceterafs.com

Jodi Steger

Administrative Assistant

jodi.steger@ceterafs.com