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 joined our firm in 2011 as a member of the client services team.

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.