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.