Merritt performs the dual roles of senior investment associate and office manager at WestPeak Private
Wealth. She began her career in the financial industry in 1982. She resided in San Francisco and worked
for various firms such as Shearson Lehman, Volpe & Covington and Donaldson, Lufkin & Jenrette.
In 1993, she relocated to Missoula, Montana, where her career deviated from course; she became the
owner and operator of a highway construction company fulfilling contracts for various state
departments of transportation, Federal Highways and the FAA. After many years she yearned to return
to finance and sold the company. She re-emerged in the financial arena in 2015 by joining RBC Wealth
Management. There she met and worked with Gary Kiemele. She jumped at the chance when Gary
invited her to join WestPeak in 2021. Her favorite aspects of the business are that it allows her
meaningful relationships with clients and that the learning is never ending.
Merritt has three adult children – Taylor, Seth and Charlotte, and two spoiled dogs and one very old cat.
She’s a passionate DIYer and spends her weekends with DIY projects on her fixer-upper house.
Merritt studied economics at Skyline College in San Bruno, CA. She is Series 7 and 66 licensed.