Merritt Wealth Management

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Footprints Financial is a family owned and operated business. Daniel Christensen, CLU, LUTCF, CLTC, Agent with New York Life Insurance and NYLIFE Securities, LLC, feels passion for the business of assisting clients in pursuing their financial goals as well as supporting small businesses in maintaining their financial health. Davis Odell, Financial Services Professional Agent, has been a manager of several businesses in Casper, Wyoming prior to joining Dan at New York Life Insurance and NYLIFE Securities, LLC as a Registered Service Assistant in 2014. Davis became an agent in 2017. Holly Christensen, Licensed Service Assistant, has worked with her husband, Dan, for 20 years as an office manager and Licensed Service Assistant.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.