Sara Mercer, CPA

Wealth Advisor

  • What path led you to wealth management?

Wealth management marries two things that I really enjoy: Forming relationships with people and solving financial puzzles. It allows me to collaborate with families to help them accomplish their goals, from financial to philanthropic.

  • Why did you join TFO Phoenix?

I joined TFO Phoenix because of the people leading this firm. I had worked with all of them in the past and strongly felt that they, and my other colleagues, shared my morals and client-focused attitude.

  • What has been your most rewarding career experience?

Joining TFO Phoenix in its infancy. I was nervous about joining a new company, but it has been such a rewarding experience. I’ve learned so much from my clients and colleagues here. I’ve found the complexities of some of the tax situations our clients are faced with to be challenging and exciting as well.

  • What do you enjoy most about your role at TFO Phoenix?

Being able to form strong relationships with my clients and getting to know their families, their goals and their dreams. I love hearing my clients’ stories about the past and their hopes for the future.

  • Education and accreditations

Certified Public Accountant (CPA)
Series 65 license
Masters in Taxation, Arizona State University
B.S. Accounting, University of Arizona

  • What do you like to do outside of work? What’s your favorite way to spend a weekend?

I enjoy running, yoga and hiking with my husband and our two dogs. I also love cooking and trying to grow my garden, although I don’t seem to have a green thumb!

  • What are some of your biggest influences?

I would have to say my biggest influence is my Grandmother. She was the kindest, most selfless person I have ever met. She taught me what truly is important in life: Not your career or status, but loving other people, helping out your neighbor and thinking of others before thinking of yourself. The best part is she never had to tell me any of these things in words because they were all completely visible in how she lived her life. I try to remember these things when I make day-to-day decisions.

  • What are the most important lessons you’ve learned in life?

Be quick to listen, slow to speak and slower to become angry. It’s amazing how much you can learn if you just slow your life down and listen to others. The more patience we show towards other people the less stress invades our lives.

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least March 31. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.