Meet Tammy
Tammy is a Sr. Financial Planner based in Morristown, New Jersey. She joined Mercer Advisors in 2018 through the acquisition of Traust Sollus, where she served as a Financial Planning Analyst. Before that, she served at Amper Financial as Director of Women in Transition and at Grant Thornton as Audit Manager. Tammy earned a B.S. degree in accounting from Rider College. She is a CERTIFIED FINANCIAL PLANNER® professional and certified public accountant (CPA).
Her working style
Tammy likes to understand her clients’ goals, learning styles, and personalities to tailor their financial plans to them.
Tammy in real life
What keeps you busy outside of work?
Family, exercise, and reading.
Favorite thing about where you live?
I was born and raised in New Jersey. I love that we are sandwiched between two great cities (New York and Philadelphia). We have the farmlands, the pinelands, and the Jersey shore. We have the arts within 10 minutes (New Brunswick and Princeton) and so many places to eat. Sometimes, though, I like to just sit in the quiet of my backyard.
Why do you like working at Mercer Advisors?
I love helping people navigate their financial lives.
Meet Tammy’s Teammates
Susan Portnoi
Sr. Wealth Advisor
What Tammy Says
I support Susan in every way to help carry out the client’s goals and objectives. We understand each other and are often able to anticipate what needs to be done for our clients.
Joanna Geier
Sr. Wealth Strategist, Ascend
What Tammy Says
Joanna has been extremely resourceful in assisting with complex estate issues for ultra-high-net-worth clients. She is always very kind and clear in her explanations, not only to the client but to me as well.
Mathew Carrigy
Sr. Client Service Specialist
What Tammy Says
Mathew always watches for client emails with requests and immediately handles them, communicating the status of processes and completions. Consistent and timely communication with our clients is imperative for exceptional client service.
Aaron Bauer
Director, Financial Planning
What Tammy Says
Aaron is an excellent resource, and I have reached out to him many times, specifically with regard to Social Security planning for our clients. He strives to always give the right guidance for our clients.
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