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.