Client Solutions Manager

Mario Montoya

Originally from Medellin, Colombia, Mario Rivera migrated to the United States at the age of three, bringing with him a vibrant spirit and a determination to succeed. With over 10 years of experience in software sales, Mario has become a seasoned professional in the art of selling. His passion for connecting with clients, identifying new business opportunities, and leading his team to exceed expectations has been the cornerstone of his success.

Mario’s expertise lies in nurturing client relationships, understanding their needs, and delivering tailored solutions that drive growth and satisfaction. He has a proven track record of consistently exceeding quotas and achieving outstanding results, earning him the respect and admiration of both clients and colleagues alike.

Outside of work, Mario’s priorities revolve around his family. He cherishes spending quality time with his loved ones, whether it’s exploring new places together or simply enjoying a meal at home. As a sports enthusiast, Mario is an avid supporter of the Giants, Knicks, Mets, and NY Rangers. You can often find him cheering passionately for his favorite teams, sharing his love for sports with friends and family.

The Heirloom Journey – Estate Planning & Long-term Care Insights

Join Geoff Hoatson, Founder and CEO of the Family First Firm, licensed insurance agent, and financial advisor, for an engaging and informative presentation on The Heirloom Journey. A roadmap to peace of mind for you and your loved ones.

During this special event, you’ll discover:

  • How to create an estate plan that truly protects your family
  • The impact long-term care can have on your finances and how to prepare
  • Practical guidance from a seasoned elder law attorney who’s helped countless families just like yours

The Heirloom Journey – Estate Planning and Longterm Care Insights

Join Geoff Hoatson, Founder and CEO of the Family First Firm, licensed insurance agent, and financial advisor, for an engaging and informative presentation on The Heirloom Journey. A roadmap to peace of mind for you and your loved ones.

During this special event, you’ll discover:

  • How to create an estate plan that truly protects your family
  • The impact long-term care can have on your finances and how to prepare
  • Practical guidance from a seasoned elder law attorney who’s helped countless families just like yours

Planning with Purpose – Estate & Medicaid Planning Simplified

Join us for a helpful and engaging session where we’ll walk you through the most important steps in protecting your future and your family. This event will focus on key topics in estate planning and Medicaid strategies for long-term care—two critical areas that can significantly impact your quality of life, financial security, and peace of mind.

Whether you’re beginning the planning process or looking to update existing documents, you’ll gain valuable insights into how to safeguard your assets, qualify for important benefits, and ensure your wishes are honored for years to come. Our team will be here to guide you every step of the way, making complex topics easier to understand and apply.

Heirloom Journey Appointment

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Let's get you scheduled

Let's get you scheduled

By providing your phone number, you consent to receive SMS communications from Lawmatics on behalf of Family First Firm. Consent is not a condition of service. Message & data rates may apply, and frequency will vary. Reply STOP to unsubscribe. Text HELP for help.