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Natalie Merkley

Vice President, Financial Consultant, AAMS®, RICP® (Retirement Income Certified Professional)

Natalie has been working in the financial services industry since 2006. Her passion for investments started in high school, which allowed her to jumpstart her career at a young age.

Natalie holds FINRA registrations Series 7 and 66 with LPL Financial, along with being licensed for Life & Health insurance with the Long-Term Care endorsement.

She and her husband Nate have two daughters, Claire and Cadence, who keep them busy. They enjoy going camping, hiking and spending time with their extended family and friends. Time flies for them as they are running the girls to and from gymnastics practices and meets, volunteering for their local church and community, and exploring new places with their camper. In her spare time, Natalie enjoys crafting and reading.

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