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.

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