Scott Rothman

Client Services Manager

As the manager of client services, Scott oversees the operational aspects of our client services team and makes sure our client services representatives have everything they need to serve our clients well.

Kim Bourassa

Client Services Representative

Kim is one of our most experienced team members, having joined the company in 1989.

 

Mallory Braun

Client Services Representative

Mallory is a Client Services Account Specialist who joined our firm in 2011. Before Merriman, Mallory worked as a Client Service Manager at Key Bank.

Dawn McGeorge

Client Services Representative

Dawn McGeorge joined Merriman in 2011. Originally from Michigan, Dawn has lived in different parts of the country but is happy to call Seattle home.

Katie Lewis

Client Services Representative

As a Client Service Representative, Katie provides client service inclusive of opening and closing accounts, addressing all operational and administrative client requests.

Michelle Miller

Operations Manager

Michelle takes great pride in making sure the client experience is an exceptional one. She assistsĀ our Eugene advisors in their daily business operations.

Heather Martin

Client Services Account Specialist

Heather joined the team with 9 years of financial operations experience. Her knowledge and experience allows her to provide exceptional client service. She looks forward to helping you with your questions.

Moorea Monaco

Client Services Account Specialist

Moorea joined the team in August of 2014. She assists the Eugene advisors in their daily business operations and report preparation.