Meet Bettina
Bettina is a Tax Director based in Newport Beach, California. She joined Mercer Advisors in 2022, bringing more than 15 years of public accounting experience to the firm. She specializes in tax compliance and planning for high-net-worth individuals and closely held businesses, developing close, lasting relationships with her clients and helping them navigate the complexities of their taxes. Bettina holds a B.S. degree in accountancy from the Universidad Nacional de Tucuman, Argentina, an MBA degree from National University, and an M.S. degree in taxation from California State University, Fullerton. She is also a certified public accountant.
Her working style
Bettina is known for her steady approach and natural attention to detail. She takes pride in delivering accurate, timely tax solutions while keeping clients informed at every step. Clients can expect transparency, responsiveness, and a genuine commitment to their success from Bettina and the team.
Bettina in real life
What keeps you busy outside of work?
Outside of work, I enjoy cooking, traveling, and spending quality time with my husband, daughter, and mini-Australian shepherd dog.
Any words you try to live by?
Be thoughtful, be consistent, and let your work speak for itself.
What’s one thing you are surprisingly good at?
I’m surprisingly good at remembering details, especially when it comes to my clients and what matters to them.
Bettina ’s snapshots
Meet Bettina ’s Teammates
James Telfer
Principal
What Bettina Says
James consistently goes above and beyond to provide exceptional service to our clients. His responsiveness, positive attitude, and dedication to client service make him a trusted and valued colleague. I sincerely appreciate his support and partnership and look forward to many more successful years working together.
Kara Duckworth
Partner, Regis Group
What Bettina Says
Kara is a pleasure to work with and a trusted teammate. She is responsive, thoughtful, supportive, and always focused on delivering the best outcomes for our clients. I am truly grateful for her partnership and appreciate all that she does for our clients and our team.
Monique Reyes
Manager, Tax Support
What Bettina Says
Monique consistently demonstrates professionalism, reliability, and a strong commitment to delivering high-quality support. Her organization, responsiveness, and attention to detail make a meaningful difference to our team’s success. I greatly appreciate her hard work and the positive impact she has on our clients and colleagues every day.
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