Meet Tanya
Tanya is a Sr. Director of Client Service for the Regis Group & Private Markets. Based in the Sacramento area of California, Tanya joined Mercer Advisors in 2016 after holding a variety of client service, compliance, and operations positions with increasing levels of responsibility at financial planning, asset custodian, and wealth management firms. From 2010 to 2016, Tanya lived and worked in London, where she gained valuable management and client support experience outside of the financial services industry. Tanya earned a B.A. degree in finance from Truman State University, holds the FINRA Series 65 license, and is a CERTIFIED FINANCIAL PLANNER® professional.
Her working style
Tanya brings a collaborative and client-focused approach to everything she does. She is dedicated to continuously improving the client experience, fostering solid relationships, and helping others deliver white-glove service to clients so they feel valued and prioritized.
Tanya in real life
What keeps you busy outside of work?
I enjoy spending time with my family, curling up with a great book, and discovering new places through travel. I stay active by participating in walking and endurance events throughout the year, and whenever I have the chance, you’ll find me in the water. Swimming is one of my favorite ways to relax, recharge, and maintain a healthy balance.
What makes you tick?
What makes me tick is knowing that what I do matters. I’m inspired by opportunities to serve others, solve problems, and leave things better than I found them, whether at work, at home, or in my community.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because the firm’s values align closely with my own. We are dedicated to putting clients first, building meaningful relationships, and continually raising the bar. Being surrounded by people who share that commitment makes it easy to feel inspired every day.
Tanya’s snapshots
Meet Tanya’s Teammates
Sarai Covell
Director, Client Service Operations
What Tanya Says
Sarai’s drive to create efficient, well-designed processes and her exceptional attention to detail make her an invaluable teammate. Our complementary strengths allow us to balance operational excellence with a client-first mindset, helping create experiences that are both streamlined and meaningful for the clients we serve.
Brittany Doyle
Director, Client Service
What Tanya Says
Brittany has a unique ability to combine meticulous attention to detail with an engaging, positive approach. Her passion for maintaining data integrity helps ensure we deliver on our commitments to clients, and her collaborative spirit makes her a great teammate in helping create exceptional client experiences.
Amber Murphy
Senior Investment Strategist
What Tanya Says
Amber’s ability to simplify complex investment strategies makes her an exceptional teammate. Her expertise, combined with a talent for clear communication, helps clients better understand and connect with their financial plans. Together, we focus on delivering guidance that is both insightful and accessible.
Laura Thompson
Sr. Director, Client Development
What Tanya Says
Laura is passionate about creating a welcoming and streamlined experience for new clients from day one. She and her team have thoughtfully refined the onboarding process to help clients feel supported, informed, and confident as they begin their journey with Mercer Advisors. I value our collaboration because we share a commitment to making every client feel valued and helping ensure their experience sets the foundation for a lasting relationship.
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