Laurel Portman

Client Service Specialist

Laurel Portman headshot

Laurel Portman began her career in law firm recruiting and later spent time at a local non-profit doing accounting work before joining the financial services industry in 2017. Prior to joining Mercer Advisors, Laurel spent six years working with Goldstein Munger + Associates where she focused on providing outstanding administrative support to her team and service to their clients. Laurel graduated from Miami University with a B.S. in Business Administration. Laurel enjoys working in a team-based setting and putting her organizational skills and eye for detail to use when addressing client needs and enhancing their overall experience. She lives in Danville with her husband and Lab puppy. She has two adult children and in her free time enjoys traveling, reupholstering furniture and spending time with her three grandchildren.

Walnut Creek

100 Pringle Avenue
Suite 310
Walnut Creek, California 94596

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