Mario Mateo Serrano was born and raised in Madrid, Spain, where early exposure to his family’s financial planning sparked a deep interest in the world of finance. His curiosity, combined with a lifelong strength in math, led him to pursue a degree in Finance at Gordon College. There, he discovered a passion for helping others understand and improve their financial lives through thoughtful analysis and strategic planning.
Outside of work, Mario is a passionate golfer and soccer player. He served as captain of his college golf team — following in the footsteps of fellow advisor Michael Hills — and enjoys playing competitively wherever his travels take him. Fluent in both English and Spanish, Mario brings a global mindset and an adaptable approach to every client relationship.