John Merwin serves as a Retirement Services Business Development Officer for First Mid Wealth Management. John plays a key role in onboarding new clients, guiding employers through the process of designing and implementing tailored retirement plans that align with their unique business needs. His consultative approach ensures companies maximize the value of their retirement offerings while maintaining compliance and efficiency.
Prior to joining First Mid, John was a partner and shareholder at The Pension Specialists, Ltd., an independent third-party administrator, where he served as a Retirement Plan Consultant for nearly 30 years.
In his free time, John and his wife, Clareisa, are part of That 70’s Band, Chicagoland’s premier 70’s band.
Check the background of this investment professional on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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