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.
Talking! When I was born my eardrums were not fully developed which caused me to get a number of sinus/ear infections which ultimately inhibited my ability to hear or speak. After several surgeries and multiple years of speech therapy, I was finally able to hear and slowly began to speak. Now some people say I talk too much!
My friends would tell you that my favorite thing in this world in bourbon. The process and history behind the spirit is so interesting and I’ve enjoyed many trips to distilleries across the country. I certainly don’t mind the taste either! My rule is to always buy 2 bottles at a time, one to enjoy now and a second to share with friends.
Getting to work with individuals and their families as they transition through the various stages of their lives is one of the most rewarding feelings. Unlike other industries where work/projects are finite from start to finish, our jobs as advisors is continues since our clients’ lives are constantly changing. Being a part of that journey is incredible. That’s my why for being within the retirement planning industry.