Important Update: New Branch Hours
Effective November 1, branch hours are changing. Full details are available now.
Meet Our Investment Team
Our team is ready to work with you toward your hopes and dreams. To schedule an appointment, just call or email an Advisor or Professional or fill out our contact us form. We travel to all Merchants locations to meet with clients frequently.
Gary Beardmore
Financial Professional
Serving these communities: Caledonia, MN; La Crescent, MN; Northfield, MN & Spring Grove, MN
Phone: (507) 895-9705
Email: Email Gary
Mark Swenson
Financial Advisor
Serving these communities: Winona, MN; Caledonia, MN; Lanesboro, MN; Rushford, MN, St. Charles, MN & Eau Claire, WI
Phone: (507) 453-5485
Email: Email Mark
Jordan Zimmerman
Financial Advisor and Operations Lead
Serving: Winona, MN
Phone: (507) 457-9383
Email: Email Jordan