Client Services | Merriman

Our clients and advisors are supported by a highly-skilled client services team dedicated to taking care of our clients. They work directly with our clients and our custodians to make sure the details of our client accounts are taken care of.

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 Account Specialist & Trainer

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

Hannah Mitchell

Client Services Account Specialist

Hannah joined our team in 2012. Providing clients with an amazing client experience is something that she really values and motivates her every day at work.

Brian Woodward

Client Services Account Specialist

Brian joined the Merriman team in our Spokane office in 2017. He began his career in the investment industry in 1987, working for retail brokerage firms and most recently as a paraplanner for an investment advisor in Seattle.

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 earned her Bachelor’s degree in Planning, Public Policy & Management at the University of Oregon. She assists the Eugene advisors in their daily business operations and report preparation.

Rebekah Bobb

Client Services Account Specialist

Rebekah joined the Merriman Team at the Seattle office in 2018. Her love of helping clients and staying organized is what she loves most about working at Merriman.

Renske Cecil

Client Services Account Specialist

Renske joined the team in 2017. With a broad background in customer and client service in Europe and the US, she’s committed to creating amazing client experiences and delivering operational excellence.

Brad Williams

Client Services Account Specialist

Brad is a Client Services Account Specialist who joined the firm in 2018. Before Merriman, Brad worked for a local tech startup where he developed his strong customer focus.

Shelly Schmidt

Client Services Account Specialist

Shelly joined the staff in May 2016. She works part-time covering the front desk and helps the Eugene staff prepare their documents and paperless filing.

Monica Aaron

Client Services Account Specialist

Monica joined the Merriman team in 2019 with eight years of experience in the financial industry.

Make sure your professional team is working hard for you.

Schedule a meeting

Reason #1 Why Clients Hire Merriman: We help you weigh your options

At Merriman, we’re more than just Google…and that’s why our clients love us

Why Advisors Need Advisors

Have you ever heard the proverb about the cobbler’s children? It essentially states that the cobbler’s children, although surrounded by well-made shoes, have the most worn out shoes. Or that doctors are the worst patients? The same can be said for wealth advisors.

Client Service Account Specialists – Who are we and what do we do?

Each part of the wealth management process presents potential challenges. Merriman helps solve these challenges with the help of a professional team of advisors, researchers, and operations staff, with the client services department acting as the glue that holds it all together.

#goals

Want a new car, a second home and to pay off your debt? Read Wealth Advisor Aimee Butler’s article to learn how to prioritize your goals!

Not All CFPs Are Equal

It’s true, not all CFP® professionals are created equal. This article discusses why you might want to seek out a CFP® and some common differences to help you in your search. It’s important to educate yourself on what financial planning really means and to ask a lot of questions before deciding who to hire.

Hiring a Financial Advisor

So you’ve decided to hire a financial professional to help you navigate your future. You’ve talked to friends and family members, and while you trust their recommendations, putting your financial future into the hands of someone else is a very big deal. You need to do...