Our Philosophy

We offer you an environment where you can feel confident:

That you can expect prompt replies from us to your directions or inquiries
That your money is working toward your goals effectively
That your wishes and opinions will be respected
That your needs are taken into account
That your investments are recommended because they are best for you, not for some corporation
That you have access to research and information to help you make informed decisions

It has always been my belief that the most effective use of my time as a financial professional is servicing my clients. My clients are always my first priority, and I believe that focusing on helping them pursue their financial goals is the key to building the foundation for a strong relationship. Unlike most Wall Street firms, Merkle Financial Group did NOT require a government bailout.