About

John Merkel is a seasoned and skilled professional with more than 25 years of experience. He has helped thousands of individuals and families in Texas and Colorado to find solutions to the problems of today’s baby boomer generation.

With a background in retirement strategies, John now focuses on working with retirees, connecting each client with the right financial tools so they can enjoy retirement.

John believes his clients deserve to work with a dedicated financial professional with the highest integrity, honesty, and ethics. He provides financial strategies for families and individuals. Working with and educating retirees or those about to retire, he focuses on effective income distribution and individualized retirement strategies. Additionally, John serves on the council for UT at Tyler.

The most important thing to him, though, is family. They love spending time together and making memories as a family.

Rose Retirement is named after John’s daughter, Lindee Rose. John believes it’s important not only to educate others on preparing for retirement but also to take steps today that will leave a lasting legacy for his own family.