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Timbe Merkle Client Services Manager



Timberly Merkle (Timbe), Client Services Manager, oversees
matters relating to clients’ policies, medical underwriting, and
the administration associated with new business. She also
provides supervisory, general office, and operational support to
the organization. Timbe has been with Udell Associates for
over 15 years and is currently pursuing the Fellow, Academy
of Life Underwriting designation through the Academy of Life
Underwriting.

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We are a wealth management and estate planning firm specializing in estate
and trust planning, income tax planning, philanthropy and asset management.