Director of Client Services & Experience
Creating outstanding first impressions to The Wealth Group. Managing all incoming calls and correspondence to the firm; Investor Access (Raymond James’ client web portal); document management; and client money movements.
- BA in Childhood Education from Concordia University in St. Paul
- Notary Public
PERSONAL INTERESTS / FAMILY
Karie and her husband Jason have three children: Reese, Callen, and Nolan. The Merritts stay busy on the weekends by being involved in their church and catching up on activities with the kids.
Some of the things Karie appreciates most are: reading, gardening, enjoying the outdoors, attending her children’s sporting events, a good movie and a great cup of coffee.
WHAT BROUGHT YOU TO THE WEALTH GROUP?
“Our family and the Colby’s have been close friends since 2005. After six years of being a homemaker, the position at The Wealth Group was an opportunity for me to return to the workforce with a business owner I trust and respect.”
WORDS OF WISDOM?
“Hardships often prepare ordinary people for an extraordinary destiny.” - C.S. Lewis