Portrait of Kathy Merkle

Kathy Merkle

Client Service Representative

Based in Lisle, Kathy works closely with wealth advisors to onboard new clients, maintain accounts, and provide timely updates with care, accuracy, and attention to detail.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

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.

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, Client Service Representative

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.

As a member of Women on a Mission, she is part of a firmwide community of women at Mission Wealth committed to connection, education, mentorship, and empowerment. The group reflects Mission Wealth’s broader commitment to supporting women as colleagues, leaders, clients, and community members.

Connect with us.

Have a question for Kathy Merkle or our team? Send us a note and we’ll make sure your message reaches the right person.

Contact us

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Address*

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.

Request an introduction to a trusted financial advisor.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Mission Wealth may be the right fit to support your life and financial goals.