I started my professional career in my family’s insurance agency and eventually acquired my securities license as well. After leaving the agency, I shifted my focus to becoming a financial advisor. My reasons for doing this is I saw people looking for assistance planning for their financial future. For years my main focus was on providing investments to individuals and businesses for their long-term accumulation, college planning, and retirement. Subsequently, I had the opportunity to move forward. Excelsior Wealth Partners, a premier asset management firm in Syracuse http://www.excelsiorwp.com approached me to see if would be interested in joining their team. Since joining them I have been able to expand my fiduciary wealth management role, focusing on clients’ best interest. Now I am working with a team of professionals who share a commitment for excellence by fostering a culture of openness and transparency. is in the business of finding innovative investment solutions and great investment ideas. As independent advisors we are not limited to the options and services provided by any one company.
Outside of business hours, I enjoy the outdoors and various forms of recreation. It might be skiing, boating, hiking, bowling, cooking, or reading a good book. In addition to recreation, I feel a commitment to my community, being active in the local Lions Club for over 45 years, holding every office along the way. In the past, I have been a member of the local rescue squad and ski patrol.
Other than 4 years attending the University at Albany, NY and graduating with a B. A. degree, I am a lifelong resident of Tupper Lake.