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