I am the Managing Partner at Saranac Advisors, where I dedicate myself to helping clients with their taxes and wealth management needs. My true passion lies in providing clients with a comprehensive team that gives them the comfort of knowing we can manage a significant portion of their financial world. With over 15 years of experience in the financial services industry, I've developed a deep understanding of how to best serve my clients' diverse needs.
Before embarking on my journey in financial services, I gained valuable experience working in the real estate industry. This background has equipped me with a unique perspective and skill set that I bring to my current role. I hold several licenses, including the Series 7, 63, and 65 securities licenses, a real estate license, life and health insurance license for NY, and the Annual Filing Season Program (AFSP) certification.
My mission is to help people address all of their financial needs while teaching my kids the importance of building an empire through hard work, treating people well, and upholding honesty and integrity. I believe that the greatest values I can provide for my clients are honesty and transparency, which I strive to deliver in every interaction. What I enjoy most about my job is that every day presents a new challenge and an opportunity to climb to new heights.
As a native of Bronx, New York, I now reside in Brewster, New York, with my wife, Melissa, and our children, Gabriella, Joseph, Giancarlo, and Liliana. In my free time, I love studying my industry to stay ahead of the curve, watching my kids participate in sports, and spending quality time with my entire family.