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.

Abby Obermiller

Director of Client Services

Abby oversees the Client Services team and works strategically within the organization to provide a best-in-class experience for our clients and employees. Coaching and developing the team to ensure we do what’s right for the client and the organization is a passion for her.

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.

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.

Kelcey Daley

Client Services Account Specialist

Kelcey joined the Merriman team in our Seattle office in 2018 after starting her career in advisory consulting. 

Sheridan Arntzen

Client Services Account Specialist

Sheridan’s professional background includes counseling and customer service. She is passionate about empowering clients to achieve their goals and providing them with peace of mind.

Kathryn Adair

Client Services Account Specialist

Kathryn’s care for others and passion for excellent client experience will be seen as you work with her. She loves Merriman’s high standards for client service and organization.

Jany Lee

Client Services Account Specialist

Jany comes to us with 9 years experience in financial services and is passionate about providing an excellent client experience by helping clients reach their goals and achieve financial peace of mind. 

Rods Alvarez

Client Services Account Specialist

Rods joined the Merriman team with a well-established background in financial services, administrative assistance, and management. Rods takes pride in keeping her clients’ needs at the center of all she does to provide them with best-level support.

Nick Sullivan

Client Services Account Specialist

Nick joined Merriman in February 2022 with five years of financial service background. Nick takes pride in providing a great client experience with an emphasis on doing what is right.