Cathy Merz Insurance, Inc.

  • Phone: (888) 833-2202
  • Fax: (503) 715-2219
  • Mail: Cathy.Merz@DonnaMCarlson.com
  • Address: 5607 SW Westdale Dr, Portland, OR

About Cathy Merz Insurance, Inc.

Cathy Merz Insurance, Inc. is a locally owned independent insurance agency serving businesses and individuals in Oregon and Washington. Our mission is to assist our clients with access to affordable insurance that meets their needs—with special emphasis on prompt and continued customer service. Our customer service is handled the old-fashioned way, by putting our clients’ needs first and taking the time to be thorough.

Cathy Merz Insurance, Inc. upholds high ethical standards and complies with the HIPAA, (Health Insurance Portability and Accountability Act) privacy requirements to protect confidentiality.

OUR TEAM

Cathy Merz

Owner/President

CREDENTIALS & LICENSES

Cathy lives in Portland, Oregon and maintains her Life and Health Licenses in Oregon and Washington. She is also licensed in the state of Idaho. Cathy is certified to sell Long Term Care and Medicare under various company appointments. She is a member of both the National Association of Health Underwriters along with both the Portland Chapter and Tri County Washington chapters. This membership along with continuing educations helps keep her up to date on the changing world of insurance. Full Bio

Ina Wilborn

Group Health Insurance Account Manager - Washington

CREDENTIALS & LICENSES

Ina has lived in the Pacific Northwest her entire life, except for her college years spent in Southern California.  Her love of Oregon drew her back after college and she has lived here since.  She joined Cathy Merz Insurance, Inc. in November of 2016 and is licensed in both Washington and Oregon. Ina graduated from Whittier College in 1996 and started out with a career in Human Resources.  After a few years in the work force, Ina and her husband started a family and Ina chose to stay home with her three small children until 2013. Full Bio

Katie Efstathiou

Individual Health Insurance Account Manager

CREDENTIALS & LICENSES

Katie has lived in Oregon most of her life.  After graduating from the University of Oregon with a degree in Mathematics, she moved out to Connecticut with her husband for about three years.  After, she and her husband had their first child, they moved back to Oregon to be close to family.  She joined Cathy Merz Insurance in May 2018 and obtained her health insurance license for both Oregon and Washington in September 2018.  Katie now manages Cathy’s Individual and Medicare clients. Full Bio

Lindy Bartels

Administrative Manager

About Lindy

Lindy joined the team in 2016 and handles our renewals, enrollments and office administration. Previously she worked for Sony Corporation as a Logistics Manager and Trade Show Coordinator. She then took time off to raise her two teenage girls and is glad to be back in the work force. She is originally from Iowa but has lived on the West Coast most of her adult life. Living in Oregon for the last 10 years she has a love of hiking, sports and music as well as attending her girls many activities.

Donna M. Carlson, RHU

Founder

CREDENTIALS & LICENSES

Donna Carlson is retired and enjoying traveling with her husband, Ron. In 1993, after an insurance career with Kaiser Permanente Northwest, Donna founded Donna M. Carlson Insurance.  She focused on building her business with personal touch and attention to detail. In 2010, she sold her business to Cathy Merz.  At the time of her retirement, Donna was licensed to sell insurance in Oregon, Washington and Arizona.  She also held the distinguished  Registered Health Underwriter (RHU).  The RHU program gives insurance professionals the broad knowledge and skills necessary to provide comprehensive health financing and disability income services to their clients. This designation has rigorous educational, experience, and ethical requirements. Full Bio