Kathleen M. Merkle
Director

Kathy has 26 years of experience in the investment industry. Her experience includes investment planning, analysis and sales. From 1999 to 2004, she was with William Blair & Company, LLC in the Private Investor Department. She was with McCabe Financial Network from 1984 to 1997 as Corporate Secretary/Treasurer overseeing daily business operations and financial reporting.

Kathy graduated from St. Xavier University with a BA in Finance. She holds a Series 66 license from the NASD. She is past president of the Palos/Orland Business and Professional Women, a not-for-profit organization.