SMART Planning leads to SMART Solutions

CONNECT

Address:

125 South Wacker Drive Ste 300
Chicago, IL 60606

Phone:

(312) 893-5466

Fax/Other:

(312) 465-1394

About the Team

 

Mr. Antonio (Tony) Lugo, III, MBA, NSSA®
President/ SEC Regulated Investment Advisor 

After 8 years representing a financial services complanies, Tony deicided to go independent where he felt he could put his clients' interests in front of his company's interest.  Today, his clients choose Tony as their financial advisor for two particular reasons: First, his ability to save his clients money whether it be in unnecessary losses or helping them "be more efficient" in their planning. Secondly, his conscious effort in being an excellent listener while always serving as an financial services educator, inside or outside the classroom.  

Tony serves as an adjunct faculty member at North Park University and City Colleges of Chicago teaching Investments and Portfolio Management while also serving as a Federally regulated financial advisor on planning concerns for professionals, pre-retirees, retirees and business owners. 

Past Contributor to FORTUNE.COM



Mr. Derek Lord, CFP® Certified Financial Planner
Director, Tax Planning
Over the last 35 years, Derek has specialized in taxes and tax planning.  After his father passed away in 2011, Derek has focused on tax planning as that is often the most overlooked expense that can ruin your retirement.  






Mrs. Jennifer Eseed is an Associate Attorney of the firm and concentrates her practice in Estate Planning and Business Succession Planning. Jennifer provides high-quality and personalized estate planning and business planning services to her clients with focuses on planning with qualified retirement assets and planning for beneficiaries with special needs.





We're looking forward to using our expertise to help you pursue your financial security.

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Check the background of this financial professional on FINRA's BrokerCheck