Mario Juarez

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Mario Juarez

Client Service Specialist

An outstanding work ethic, an unwavering dedication to client service, and a propensity for teamwork are the hallmarks of Mario’s approach to his work at Trellis Advisors. As a Client Service Specialist, Mario supports each of our 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.

Mario received his Bachelor of Science in Accounting and Business Administration with a specialization in Personal Financial Planning from Central Washington University. When not serving Trellis clients, Mario enjoys spending time with his wife and their two children, camping, playing indoor soccer, and playing the guitar. He works out of our Ellensburg office.

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