Mario has spent his career helping individuals and families striving to reach their long-term wealth goals and recognizes the importance of a team-based approach when it comes to holistic planning. Working in close collaboration with his clients’ accountants, attorneys and other professional advisers, he has successfully guided individuals and families through the many life transitions that influence their financial objectives.

Mario is a Chicago native and transitioned to Strategic Retirement Partners (SRP) to help establish their Great Lakes office as a Wealth Management Advisor in September 2020 after a successful career with his previous firm, Altair Advisers, LLC a Chicagoland fee-only Registered Investment Advisor (RIA). There he provided investment, financial, tax and estate advise to wealthy individuals, families and foundations; helping them make intelligent financial decisions to successfully enjoy their wealth.

Mario holds a BS in Financial Planning from The University of Illinois at Champaign-Urbana and obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2017. He is a CFA Level II candidate and serves as a professional board member for PAWS Chicago, an organization committed to helping homeless pets.

Outside of work Mario is an avid bourbon collector and connoisseur, coffee fanatic, and lives in the Lincoln Park neighborhood of Chicago with his dog Heffner.