Broker Check


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



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...

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Laura Bell

Administrative Assistant

515-457-1276 ext 144


Bonnie Joyce

Director of Sales & Training



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