Broker Check

Operations Team

Client Relations Team

Deb A. Morgan

Client Relations Specialist

Deb has been with Mersberger Financial Group since December 2010, coming to the firm with over 12 years of experience spent as a client relations representative. Deb assists the financial advisors by greeting clients and handling...

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Tanya M. Roethel

Client Relations Specialist

Tanya has been with Mersberger Financial Group since April 2016, coming to the firm with over 9 years of experience in the financial industry as a client services representative. Tanya assists the financial advisors by greeting clients...

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Client Services Team

Mary R. Murphy

Client Services Specialist

Mary has been with Mersberger Financial Group since October 2009 coming to the firm with over 14 years of industry experience in insurance and financial advising offices. Mary assists the financial advisors in product research,...

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Joy N. Bridson

Client Services Specialist

Joy has been with Mersberger Financial Group since October 2015, coming to the firm with over 8 years of industry experience in financial and banking offices. Joy graduated from University of Wisconsin Oshkosh with a Bachelors degree...

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New Client Coordination Team

CaSondra L. Gimbi

Client Services Specialist

CaSondra has been with Mersberger Financial Group since April 2015, coming to the firm with over 10 years of industry experience in financial and banking offices. CaSondra assists the financial advisors in online account opening,...

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Paige O. Gerber

Client Services Specialist

Paige has been with Mersberger Financial Group since June 2017, coming to the firm with over 2 years of industry experience in financial and banking offices. Paige graduated Summa Cum Laude from Lakeland College with a degree in...

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