Executives Advisors Research Team Client Services Support Services Educators

Meet our Client Services Team

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.

Kim Bourassa

Client Service Account Specialist

kim@merriman.com

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

On a more personal note, Kim is a big supporter of the Juvenile Diabetes Research Foundation, the American Diabetes Association, the Susan G. Komen Breast Cancer Foundation, St. Jude Hospital and the American Cancer Society. Kim, who grew up in the Northwest and now lives in Kirkland, also enjoys animals, reading and spending time with her husband, Randy, and their son, Alexander.

Scott Rothman

Client Service Account Specialist

scott@merriman.com

Before he came to Merriman, Scott worked in the retail shoe industry for 15 years in the Los Angeles area.

A sports fanatic, Scott works out regularly and spends as much time as he can with friends.

Kelsi Sale

Client Service Account Specialist

kelsi@merriman.com

Kelsi grew up in Spokane and holds a bachelor's degree in finance from the University of Washington. In her free time she enjoys exploring the Seattle area, reading, traveling and actively participating in the Junior League of Seattle.

David Spratt

Client Experience Director

dave@merriman.com

As a Client Experience Director, Dave works to ensure our client services and portfolio trading teams are working to meet all our clients’ needs and expectations. He began work with Merriman in 1994 and has since been actively involved with every aspect of the firm’s operations including holding past positions as Director of Portfolio and Chief Compliance Officer. He holds a bachelors degree in business administration from Washington State University.

In his spare time, Dave enjoys fly fishing, coaching youth soccer and is an avid homebrewer. He currently lives in Fall City with his wife and two children.

Heather Theckston

Client Service Account Specialist

htheckston@merriman.com

Heather was born and raised in Seattle and formerly worked as a client account specialist for Northern Capital Management Inc. in Spokane. She enjoys spending as much time as possible with her husband, Noah, their son, Caleb, and their bullmastiff, Adrian. She enjoys playing softball, snowboarding and reading.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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