Individual Services

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 and individuals, providing expert financial, tax and estate planning strategies customized to fit their individual needs. Ms. Sabo has in-depth experience with individual and fiduciary…

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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 financial and tax challenges by being accessible – in her language, conversations and responsiveness. Known for encouraging her clients to ask tough questions, Marguerite always…

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