At Saranac Advisors, I serve as the Director of Business Development, where I oversee the growth and expansion of our services. My role involves managing client communication, ensuring strong relationships, and providing clear guidance throughout their financial journey. I handle tax preparation and offer wealth management strategies tailored to each client's unique financial goals, focusing on personalized solutions to drive the firm's success. With 34 years of experience in the financial industry, I have expertise in recruitment, wealth management, tax preparation, business development, and client relationship management. My career includes over 14 years at National Securities Corporation and various roles at Dreyfus Service Corporation, UBS, and Citicorp Investment Services.
My motivation stems from the meaningful impact my work has on clients' lives. Helping them achieve financial security and navigate complex decisions is incredibly rewarding. I thrive on building long-lasting relationships based on trust and collaboration while staying at the forefront of financial strategies and tax solutions. The positive impact of my work – whether it's growing wealth, securing retirement, or providing confidence – drives me to deliver the best possible service. I hold several key industry licenses, including the SIE, Series 7, Series 63, Series 65, Series 24, and the Accredited Investment Fiduciary (AIF) certification.
What I enjoy most about my job is the opportunity to help people achieve their financial goals and secure their future. Guiding clients through investments, retirement planning, or wealth management, and seeing them grow more confident in their decisions, is deeply fulfilling. The ever-evolving market keeps me on my toes, always learning and adapting. Above all, the relationships I've built mean the most to me. I value the trust clients place in me and take pride in being a reliable partner as they navigate their tax and financial journey, helping them feel secure, informed, and empowered.
A native of Sayville, New York, I live in Massapequa with my wife, Susan, and our son, Richie. Outside of work, I'm involved with the Knights of Columbus, contributing to my community through faith-based charitable work. I'm also connected with civic and cultural groups like the Italian National American Foundation and engaged with various industry groups. In my free time, I enjoy spending quality time with my family, boating, golfing, and enjoying staycations that allow us to create cherished memories together.