Mario Juarez

Client Service Specialist

My Professional Background

I support our advisors by preparing various reports, analyses, and financial and investment plans and coordinating account administration activities for our clients. My previous experience includes serving as a staff accountant at Peterson CPAs and Advisors in Yakima, where I helped clients with their accounting, tax planning, and business consulting needs.

My Wealth Management “Why”

I began my client service career at Smart Law Offices, P.S., an 80-person law firm, serving as an administrative assistant, trainer, and interpreter. I take pride in my work ethic, unwavering dedication to client service, and a strong propensity for teamwork.

My Personal “Living Fully”

I enjoy spending time with my wife and our two children, camping, playing indoor soccer, and playing the guitar.