Broker Check

Our Team

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

MBA, President and CEO

(312) 893-5466

(312) 465-1394

antonio@smartwealthstrategies.com

For the past 20 years, Antonio (Tony) to serve his clients as an independent, Financial Advisor working on their best interest at all times. Clients choose Tony for two particular reasons: First, his ability to save his clients money...

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Mark DiOrio CFA

Chief Investment Specialist

Mark DiOrio joined Brookstone as Chief Investment Officer in 2015. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While...

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Joe Gallego

Medicare Specialist

For the past 30 years, Joe has been a medicare insurance specialist. He has a Bachelor of Science from Murray State University. Joe and his family live in Naperville, Illinois.
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Carla Merlak

Tax Specialist

For the last 10 years, Carla’s expertise has been in tax reduction or tax relief for working families by implementing defensive tax strategies and the use of tax advantaged programs.Carla has a Bachelor of Science in Accounting...
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Mrs. Jennifer Eseed

Estate Planning Specialist

Mrs. Jennifer Eseed is an Associate Attorney of Perkins & Zayed, P.C., The Estate and Trust Law Group, and concentrates her practice in Estate Planning and Business Succession Planning. Jennifer provides high-quality and personalized...

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

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