Passionate about helping individuals and families achieve financial security, Mario combines his expertise in navigating complex tax laws with personalized retirement planning to create holistic, tax-efficient strategies that support long-term financial goals.

A graduate of Penn State with a degree in both Finance and Business Economics, Mario is a Certified Financial Planner (CFP®) and an Enrolled Agent (EA) with the IRS. He works closely with clients to understand their unique needs, providing tailored advice on tax reduction, investment strategies, and retirement income planning. 

Known for a client-centered approach, Mario emphasizes the importance of clear communication and education, ensuring that clients feel confident in their financial decisions. Whether preparing for retirement, optimizing tax strategies during working years, or developing comprehensive estate plans, Mario helps clients make informed decisions that maximize wealth accumulation while ensuring they never pay Uncle Sam more than they have to!

Mario and his wife Abbie recently welcomed their second baby and have been enjoying spending quality time with their new family of 4!