Meet The Team
The team behind Smart Wealth Strategies is made up of qualified professionals passionate to help you in planning your life's goals.
Antonio (Tony) Lugo III, MBA, CRPC®
President and Managing Director
With over 20 years in the financial services industry, Antonio discovered that traditional financial planning doesn't work. The reality is that things will change but is your plan prepared for it? My role is to simply offer confidence that you're heading on a path to achieve your personal life goals.
More about Antonio:
SEC Regulated Fiduciary Advisor - Public Disclosure
Lecturer, Adult Continuing Education Program, City Colleges of Chicago
Mark DiOrio, CFA®
Chief Investment Specialist
Brookstone Capital Management
Dave Smith College Planning Specialist
Medicare Planning Specialist
Generational Planning Specialist
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.