Meet Allison
Allison is a Manager, Client Service and is based in our Portland, Oregon office. She previously served at Thompson Advisory Services where she built the entire tech stack for the firm, including automation that allowed the business to grow. Her work included data management, process design, and systems integration, in addition to client service. Allison earned a B.A. degree in sociology from Vassar College and a M.A. degree in sociology from Cornell University.
Her working style
Allison is known for solution-oriented collaboration and advocacy for client service.
Allison in real life
Why do you like working at Mercer Advisors?
I am delighted to join a larger organization because I appreciate the choreography involved in coordinating efforts across many business functions.
What keeps you busy outside of work?
I find joy in all kinds of movement: dance, kayaking, pilates, cross-country skiing, cycling, and trapeze.
Favorite thing about where you live?
Portland’s coffee shops, yarn stores, and independent bookstores are my favorite parts of the city.
Meet Allison’s Teammates
Rob Horwitz
Sr. Financial Planner
What Allison Says
Rob is laser-focused on client needs and motivated to get things done. We are really grateful that he joined us.
Troy Thompson
Sr. Wealth Advisor
What Allison Says
Troy has an immense depth of knowledge that he leverages to create opportunities for clients. He has a talent for explaining complicated subjects in clear and understandable terms.
Stephen Engle
Sr. Wealth Advisor
What Allison Says
Steve has a patient and understanding way of interacting with clients. He builds relationships with honest communication and thoughtful concern.
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