Meet Camilla
Camilla is a Tax Director based in Charlotte, North Carolina. She joined Mercer Advisors in 2024 after serving at AGP Wealth Advisors for 15 years as Tax Manager. Camilla earned a B.S. degree in accounting from The University of Utah and a Master in Tax degree from Brigham Young University. She is also a certified public accountant.
Her working style
Camilla guides clients with tax planning, but she also gets to know the people behind the numbers. She is dedicated to helping clients navigate important financial decisions with clarity and confidence, and strives to build lasting relationships based on trust and clear communication. She takes a thoughtful, personalized approach to every client engagement, helping ensure each client feels heard and understood.
Camilla in real life
What keeps you busy outside of work?
Traveling and spending time outside hiking, biking, paddle boarding, snow skiing, and gardening.
What’s one thing you are surprisingly good at?
Baking and cooking have always been my creative releases. I love making homemade chocolates and even had a small wedding cake business for several years.
What makes you tick?
Being with my family. I have three married children, and I love traveling, going to sporting events, and just hanging out with them.
Camilla’s snapshots
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