Kathy Merkle

Client Service Representative

Lisle

"I find joy being part of a collaborative team who are passionate about helping clients achieve their financial goals by providing thoughtful guidance, personalized support, and solutions that positively impact their lives."

Kathy Merkle is a Client Service Representative at Mission Wealth in the Chicago area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Kathy's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Kathy plays a crucial role in the success of Mission Wealth.

Learn About Kathy Merkle

Professional Background

Prior to joining Mission Wealth, Kathy spent her career in financial services at independent investment firms providing exceptional client service support. Throughout her career, she has managed a variety of tasks, including payroll administration, trading support, and corporate operations, contributing to the overall efficiency of the organizations.

Personal Pursuits

Kathy plays tennis & pickleball several times a week. She is PTR certified to teach tennis to kids 10 and under. A passionate traveler, she loves exploring new countries and cities, and trying foods of the respective region. “Life is not measured by the number of breaths we take, but by the moments that take our breath away.” Maya Angelou

Community Impact

Kathy volunteers with a local charity, Hope & Friendship, Feed My Starving Children, and her church.

In the News

Market Update 7/30/26

Read Mission Wealth’s latest market update covering the Federal Reserve’s interest rate decision, inflation, market outlook, portfolio diversification, and investment strategy.

What Are Non-Qualified Stock Options (NSOs), and How Are They Taxed?

Non-qualified stock options (NSOs) can be a valuable form of equity compensation, but exercising them may trigger significant taxes and cash-flow needs. Learn how NSOs work, when they’re taxed, and strategies to help maximize their value while managing investment and tax risk.

Trump Accounts Explained: Should You Contribute Beyond the $1,000 Government Deposit?

Learn how Trump Accounts work, who qualifies for the $1,000 government contribution, contribution strategies, tax rules, and how they compare to 529 plans.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.