Tanya Thomasson

Director, Client Service Operations

T Thomasson




Tanya began her career in the financial services industry in 1999. Prior to joining Mercer Advisors, she held 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. She graduated from Truman State University with a degree in Business Administration and holds the FINRA Series 65 license. Tanya is a CERTIFIED FINANCIAL PLANNER™ professional.


3741 Douglas Boulevard
Suite 130
Roseville, California 95661

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Walnut Creek

100 Pringle Avenue
Suite 310
Walnut Creek, California 94596

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