Clay Mertes
Phone: 720-470-9435
Alternate: 336-343-4371
mertesfinancial.com

Clay Mertes

Key Leader


The Alliance
1214 turrentine street
Burlington, NC 27215

MY STORY

My name is Clay Mertes and I started working in the Insurance world in 2015. I have been mentored by industry leaders on how to best serve clients and build organizations. My purpose and goal in life is to help other people in the simplest of ways, whether it's with an insurance policy or just the opportunity to build a relationship. I call Durham, NC home and am originally from Boulder, Colorado where I received a degree in Biology. My passion for helping people led me the insurance world and I haven't looked back since. I have a beautiful girlfriend named Jasmyn and a puppy named Luna. I look forward to getting to know you and your family and serving you in any way I can.

OUR MISSION

Our mission is to provide the best financial products with the kind of in-home, professional service that is second to none. Our operating credo is: "Your clients don't care how much you know until they know how much you care." We take a personal interest in each and every one of our clients. We believe that knowing our clients' wants and needs is the foundation to recommending the best financial strategies that will provide exactly what each client wants.