Donna Conley

Manager of Support Services

Donna oversees and manages the operational aspects of our Support Services department. She also works in close partnership with team directors and department managers to prioritize support services activities and resolve operating frustrations with the creation of appropriate systems.

Sheila Blackwell

Professional Receptionist

Sheila is responsible for managing the front reception area and being the face of Merriman when clients visit the office. She is the primary phone coverage and reception support, schedules client appointments, and also provides administrative support to all Merriman team members as needed.

Remaining Q&A from Breakfast with Paul Merriman

We recently hosted an event with Paul Merriman, which ended with a Q&A. There were so many great questions asked, we didn’t have time to respond to them all, but we hate to leave any question unanswered. Here are some of the questions we didn’t get to, with...

Morningstar Gives DFA’s Disciplined Approach a Top Mark

Here is yet another example of why we prefer to use Dimensional funds in our MarketWise portfolios: Morningstar recently issued a new Stewardship Grade for DFA. The firm’s overall grade–which considers corporate culture, fund board quality, fund manager...

Sign of the Future – Electronic Signatures

The days of printing and mailing hard copy contracts are quickly moving into the past as more and more companies are using electronic signatures. Having to address and stamp an envelope in order to mail a signed contract will eventually become a distant memory....