Broker Check

Our Team

Mr. Anthony (Tony) Lugo III, MBA, NSSA®

President/ SEC Regulated Investment Advisor

(312) 893-5466

(312) 465-1394

antonio@smartwealthstrategies.com

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...

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Mr. Derek Lord, CFP®, Certified Financial Planner

Director, Tax Planning

(312) 893-5466

(312) 465-1394

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.

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Mrs. Jennifer Eseed

Associate Attorney

(312) 893-5466

(312) 465-1394

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...

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

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