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 protect your assets as you approach retirement by providing a comprehensive investment analysis.
Ann's professional qualifications include:
- Senior Partner with Merkley Wealth Associates
- Investment Specialist
- Registered Representative of Park Avenue Securities
- Specializes in Retirement, Estate and Legacy Planning
- Member of MDRT
- Ann holds insurance licenses in multiple states
In her free time, Ann enjoys being with her family and connecting with others in her community.
- Ann is the founder of Women of Worth (WoW), a business woman networking group
- Attended Drake University in Des Moines, Iowa
- Born in Des Moines and continues to make Des Moines her home along with her husband, three grown children and three grandchildren.
- Enjoys playing her violin at church.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. AR Insurance License #233252, CA Insurance License #0B00159