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

FA Magazine Names Mission Wealth Among Nation’s Top RIAs in 2026 Survey & Ranking

Mission Wealth earned three national rankings in Financial Advisor Magazine’s 2026 RIA Survey, including #47 nationally and a Top 50 Fastest-Growing RIA honor.

SpaceX (SPCX) Guide: What Equity Holders and Investors Should Do Next

The SpaceX IPO has arrived. Learn tax strategies, equity planning, diversification tips, and wealth management considerations for employees, early investors, and prospective shareholders.

Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

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.