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

Andrew brings experience and expertise to Merkel Financial as our securities trader. He is instrumental in reviewing investment options and assisting with planning for the future of our clients. Andrew has a degree in Family Financial Management from The Ohio State University and holds a Series 6 and 7 licensed as well as being a designated Chartered Financial Consultant. Andrews experience includes being a Retirement Planning Specialist at Nationwide and a securities trader at Fidelity Investments.

Andrew is a devoted husband and father and lives in Dublin, OH. He is an avid Ohio State Buckeye fan and his favorite hobbies include recreational sports and spending time with his family.

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Anne Shukwit

Anne Shukwit, Client Business Manager

Anne is a local Upper Arlington native who comes to Merkel Financial by way of Chicago, Il. She received her Bachelor’s degree from Indiana University and is spearheading client operations, communications, and case management. Anne brings to Merkel Financial her experience as a Client Services Administrator for William Harris Investors, a family investment firm; and a Program Director for the Irene D. Pritzker Foundation, a private family foundation.

Anne has taught English in China and she and her husband Adam are avid travelers as well as being expectant parents in 2018 and Mommy to 2-year-old Oliver.

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Danielle Fields

Danielle Fields

Danielle joins our team with over 15 years of experience at Nationwide Retirement. During her time there she worked as a Direct Retirement Sales Specialist.

At Merkel Financial, Danielle is responsible for supporting Michelle and her securities team. She also provides support for eMoney.

Danielle lives in Dublin with her husband, Adam, of 15 years. When she’s not being a short order cook for her extended family she enjoys working on bring her golf handicap down from a 50! She also has an Australian Sheppard, Kobe, who likes to take her on walks through the park.

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Mallory

Mallory comes to Merkel Financial from Nationwide Retirement Plans with over 10 years of experience in the financial services industry.

As part of the Merkel Financial Team, Mallory is responsible for supporting Michelle in life insurance, disability income coverage and long-term care policies. In addition, Mallory assists our clients with navigating the underwriting process and keeping the ball rolling to secure valuable coverage quickly and efficiently.

Mallory resides in Hilliard, OH with her husband, Braden, of 10 years and 7-year old daughter Harper. They keep busy with Harper’s competitive ice skating schedule. In their downtime, they enjoy watching America’s Got Talent and spending time at the local pool.