Broker Check
Kathy Merritt

Kathy Merritt

Operations Manager

Click here to schedule a meeting with Kathy

Kathy is the Operations Manager of JPV Financial, a planning and wealth management firm specializing in asset management, financial planning, insurance, estate planning and corporate benefits. Kathy works with a wide array of individuals, families and businesses. She collaborates with clients to create a personalized plan that accumulates and grows assets. 

Kathy has been in the financial industry since 2004 and has acquired the kind of in-depth knowledge that can only comes from years of experience through the ups and downs of the economy. Through a vigorous program of ongoing education, she has earned numerous investment registrations including the Series 6, 7, 63 and 65 currently held with SagePoint Financial as well as licenses for Life, Accident and Health Insurance. 

In addition to her experience and education, Kathy assists Joe Velez in researching the marketplace and suggesting a wide variety of financial opportunities that are driven strictly by the clients' needs and best interests so that clients receive full, unbiased, well thought out financial strategies; not a sales pitch.

Kathy lives in Riverwoods with her family. She has two daughters, Lizz who graduated from DePaul and Sarah who graduated from Indiana University.