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

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

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.

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

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.