Originally from Charleston, Mario moved to Columbia in 2000 and joined Northwestern Mutual full time in January of 2010.

When working with his clients, his personal goal is to reduce their financial stress through the context of a plan and having fun throughout the process. He also enjoys giving back by hosting trainings to help other advisors continue to grow their practices while learning new skills and more about the tools they have, to help their clients.

When Mario is not in office, he serves on the Finance Committee for Downtown Church and sits on the board for the Sisters of Charity – a nonprofit whose mission is to reduce poverty in South Carolina. He also enjoys playing basketball, reading, and running, and trying to stay healthy.

He and his wife Courtney have been married since May of 2012. They really enjoy traveling as much as possible and being fun aunts and uncles to their nieces and nephews.

Jake began working for G3 Wealth Advisors in 2024 in our investment operations department. He enjoys golfing, playing guitar, hunting, and fishing. Jake is a graduate of Coastal Carolina University.

Dawn has worked at Northwestern Mutual with George Starnes’ team since 2008. She tracks and schedules account reviews, and handles policy service and other administrative tasks. She is a graduate of the College of Charleston.