mike@centennialsec.com
mario@centennialsec.com
Mario Bernardi and Mike Ochoa lead the Centennial's Chicago office. Along with their colleague, Walter Musumeci, they bring a depth of expertise and a client-first philosophy to every relationship.
They proudly serve individuals, companies, nonprofits, retirement plans, and foundations. They serve a diverse and inclusive clientele, tailoring their approach to meet each client’s unique needs.
Mario and Mike each have several decades of experience, across a variety of leadership roles in the financial services industry. Areas of expertise include: retirement planning and distribution strategies; 401k plans; college saving and education planning; asset and income protection; cash flow and market risk management and specialized fixed income investing.
Their focused approach is attentive to each client's unique goals. This allows for customized solutions for growing and protecting wealth, organized financial planning and comprehensive advice and service.
Mario and his wife Beth split their time between Northbrook, IL and Door County, WI. They have three adult children, Peter, Analisa, and Sophia. Mario enjoys traveling, cycling, and pickleball.
Mike and his wife Theresa live in Clarendon Hills, IL. They have three adult children, Danny, Mike, and Dylan. Mike is an avid golfer and enjoys sailing and woodworking.