Raised in New York's capital region, I come from a second-generation Italian American family with a modest upbringing. I spent my formative years working for my father at our family restaurant in Lake George. Initially, I thought I would follow in my father's footsteps as a real estate investor or small business owner. I witnessed, firsthand, the challenges they faced. Mounting regulations in New York, as well as other economic factors, posed difficulties for both real estate and small business ventures. Amidst these challenges, a high school lesson on compound interest sparked an interest in the financial market, shifting my aspirations. Motivated by my experiences and eager to safeguard others from similar pitfalls, I pursued a degree in Finance from Siena College, complemented by a minor in Entrepreneurship and concentration in Real Estate Investing. My education empowered me to guide investors like my father, equipping them with strategies to build and protect their wealth.

Today, I carry forward these lessons and passion into my practice. My mission is to empower all investors, including real estate investors and small business owners, with the knowledge and strategies essential for diversifying their portfolios and maximizing their financial potential. Recognizing the pitfalls of over-reliance on any single investment stream, I am dedicated to guiding my clients towards a more resilient approach to wealth management. I aim to furnish them with the tools to seamlessly integrate market investments with their core endeavors, thereby enhancing their capability to leverage capital, sustain growth, and seize the full spectrum of earning opportunities presented by a dynamic economy.