Trust & Estate Planning

Holly Sabo

A managing director of The Mercadien Group and principal of Mercadien, P.C., CPAs, Holly Sabo is a key member of the firm’s Individual Services Group. She works extensively with businesses…

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Samuel J. Kenworthy

Samuel Kenworthy is a Managing Director with Mercadien and a member of the firm’s Individual Services Group, working primarily in the tax department. He created and heads the firm’s International…

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Michelle V. Everman

Every client is unique and special to Michelle Everman. As a Managing Director with Mercadien’s Individual Services and Family Office Group, Michelle provides tax, estate, financial and strategic planning to…

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Marguerite L. Mount

“Before you understand the numbers, you need to understand the person.” For Marguerite Mount, empowering her clients around handling their finances is at the heart of her practice. That means demystifying complex…

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