Mario Juarez

Mario supports each of the advisors by preparing an array of reports, analyses, and financial and investment plans as well as coordinating account administration activities for each of his clients.

Prior to joining Trellis, Mario served as a Staff Accountant at Peterson CPAs and Advisors in Yakima where he supported staff CPAs in helping clients with their accounting, tax planning, and business consulting needs. Mario began his client service career at Smart Law Offices, P.S., an 80-person law firm where he served as an Administrative Assistant, Trainer, and Interpreter.