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.
Monica Aaron
Client Services Account Specialist
Monica joined the Merriman team in 2019 with eight years of experience in the financial industry.
Kelcey Daley
Client Services Account Specialist
Kelcey joined the Merriman team in our Seattle office in 2018 after starting her career in advisory consulting.
Monica Scheiber
Client Services Account Specialist
Monica joined the Merriman team in our Seattle office in 2019 after 20 years of experience in management and project development.
