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.
Kelcey Daley
Client Services Account Specialist
Kelcey joined the Merriman team in our Seattle office in 2018 after starting her career in advisory consulting.
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.
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.
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.