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Karie Merritt


"I have realized there are so many people in the world today who are unsure of how to save or plan for the future. They live paycheck to paycheck and think debt is normal. It’s no big deal to them if they have car payments, credit card payments, student loan debt, etc. We get to help people realize that there’s a different way to live. We get to help people who feel hopeless finally find a clear path for the future while taking control of their finances for the first time. When people are proactive rather than reactive, it’s amazing what can be accomplished. 

I feel privileged to be a part of their journey to financial freedom."


Karie’s main role is managing the onboarding process for new clients. She works hard to ensure a seamless transition and to make all clients feel welcome and cared for. As the Director of Client Services & Experience, she oversees the Client Services team, plans client events, processes monetary transfers, handles paperwork for clients and helps to manage the day-to-day operations of the office.


  • AA in Liberal Arts & Sciences from North Hennepin Community College
  • BA in Early Childhood Education and Teaching from Concordia University St. Paul
  • Notary Public

Personal Interests

Karie enjoys spending time with her husband Jason and 3 children: Reese (2006), Callen (2008) & Nolan (2010). The Merritts moved to Shakopee in 2009 and have been members of Redeemer Bible Church in Minnetonka since 2005. 

Some of Karie’s favorite things to do outside the office include reading, scouting out new trails for hiking with her family and their dog, enjoying a good cup of coffee, attending her children’s various sporting events, taking photos, and watching a great movie.

Questions for Karie

What is the single best piece of advice you have ever received about money?
"A budget doesn't limit your freedom, it gives you freedom." When my husband and I first started budgeting in 2014, I was worried that I would feel guilty whenever I spent money on anything besides the necessities. I quickly realized that planning for every penny that we earn allows us to know exactly where our money is going and allows us to experience much more enjoyment.

What was your first job?
Jensen's Foods

If you could visit anywhere in the world, where would it be?
Ireland or Italy