Senior Tax Advisor
As a seasoned tax preparer and senior tax advisor, Heather prioritizes fostering client relationships above all else. She is an Enrolled Agent (EA) and holds a Bachelor of Arts degree from the University of California Irvine. Prior to joining Mercer Advisors, Heather worked at a boutique tax and law firm for 14 years where she prepared a variety of tax returns ranging from individual, corporate and partnership, fiduciary, estate, and gift for clients with diverse and complex needs. When she is not working, Heather enjoys spending time with her family and being outdoors with her three dogs.