Client Services Account Specialist
Kathryn joined the team in 2021 with more than five years of high-touch financial servicing experience. Her care for others and passion for excellent client experience will be seen as you work with her. She loves Merriman’s high standards for client service and organization.
Kathryn is an avid houseplant owner, loves to read and is a fan of anything trivia related. She was born and raised in Eugene and loves being involved with this city through her volunteering with The Eugene Chamber of Commerce’s Young Professional Network.
What is a Client Services Account Specialist?
Your first point of contact
When you visit or call our office, you'll speak with one of us. We pride ourselves on providing warm, professional, and quality service every time you walk in our doors or one of your calls lights up our phone.
Your financial liaison
We coordinate between you, the custodian, and your Wealth Advisor. We help execute everything you discuss with your advisor, collaborating with them daily to tackle the objectives for managing your assets.
Your account expert
We can assist with all of your account maintenance needs. Whether you need a quick money transfer, confirmation of a recent trade, or are wading through 401(k) rollover paperwork, we can help!