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

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

 

Mallory Braun

Client Services Account Specialist

Mallory is a Client Services Account Specialist who joined our firm in 2011. Before Merriman, Mallory worked as a Client Service Manager at Key Bank.

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.

Moorea Monaco

Client Services Account Specialist

Moorea joined the team in August of 2014. She assists the Eugene advisors in their daily business operations and report preparation.

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.

Renske Cecil

Client Services Account Specialist

With a broad background in customer and client service in Europe and the US, Renske is committed to creating amazing client experiences and delivering operational excellence.

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 enjoys 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 in Wealth Management and for Package Guard, a local tech startup where he developed his strong customer focus.