It’s simple: our team is on your team. We’ll take the time to learn what your goals are, then get to work helping you accomplish them.

Michelle M Merkel

Michelle M. Merkel, CFP®

Along with her commitment to her clients and industry, Michelle is involved in her community. She is an active member of the Childhood League of Columbus, the Junior League of Columbus, Kappa Kappa Gamma alumnae group and First Community Church. She also has offered career mentoring to DePauw University students.

Michelle has been married to Greg Yoakam since 1999 and is the mother of three children, Brooke, Zac and Blake. She is a native of Bexley, Ohio and currently resides in Upper Arlington, Ohio. Through her service to clients and high impact involvement in local organizations, Michelle strives to have a positive influence on the greater Columbus community.

Learn more about Michelle’s professional experience on her professional biography page.

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Andrew Lawrie

Andrew Lawrie, ChFC®, Investment Associate

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Anne Shukwit

Anne Shukwit, Client Business Manager

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Paula Ryan

Paula Ryan, Relationship Manager

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Gretchen Bachmann

Gretchen Bachmann, Office Administrator

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Jill Milburn

Jill Milburn, Systems Specialist

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Rosalie DeStefano

Rosalie DeStefano, Case Manager

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