Meet Our Team

As a Financial Advisor with over thirty-three years’ experience in the financial services industry, I am dedicated to helping a select group of families meet their multigenerational wealth needs.

Before entering the Financial Services industry, I graduated from Syracuse University with a Bachelor of Science from the Martin J Whitman School of Management.  Now a Managing Director – Investments with the Syracuse, New York office of Wells Fargo Advisors and founding partner of Mercury Wealth Management Group, I take pride in working for a world-class financial institution that puts you first. My mission is to help each one of my clients build, manage, preserve, and transition their wealth in a way that best meets their goals, while keeping their needs first in mind, and is proud to serve them with integrity, clarity, and honesty.

Outside of work, I like to spend my summers in the beautiful Finger Lakes Region of New York.  Making the best of our winters, I head for the mountains to enjoy skiing.

As a founding partner of Mercury Wealth Management Group, I have been with Wells Fargo Advisors since 2023. A graduate of SUNY Oswego, I bring a diverse professional background with experience in the chemicals, medical device, and financial services industries. Within a multi-generational wealth advisory practice, I work alongside families to strategically grow, preserve, and transfer wealth. My focus on personalized advice, proactive service, and long-term planning helps clients navigate financial complexities while building trust and continuity across generations.

I reside in East Syracuse, New York, with my wife, Anna. Outside of work, I enjoy attending sporting events, golfing, and spending time with my family.

With more than thirty years of experience in wealth management, I have built my practice on a straightforward principle: every client deserves the same level of attention and competence, regardless of portfolio size.

Now, First Vice President – Investment Advisor in Syracuse and New Hartford, New York, and founding partner of Mercury Wealth Management Group, I work with individuals, families, and institutional clients to build and preserve wealth across market cycles. My approach combines disciplined investment strategy with deep knowledge of Estate Planning strategies, tax-efficient planning, alternative assets, and risk management — translating complex financial landscapes into clear, actionable guidance.

Over three decades, I have navigated bull markets and bear markets, rising rate environments, and near-zero rates, and helped clients stay focused on long-term goals when short-term noise threatened to derail sound planning.

Outside the office, I enjoy exploring the world alongside my fiancée and life partner, Francine. We share a love of travel and are especially at home on the Gulf Coast of Florida, where we spend time at our retreat on Marco Island — a place that offers the perfect balance of relaxation and natural beauty.

I also have a deep appreciation for classic cars and fine watches, passions that reflect the same eye for craftsmanship, rarity, and enduring value that shape my investment philosophy.

With over 10 years of experience in the financial industry, I have built my career on a foundation of investment trading, banking competence, and a client-first mindset. Based in Syracuse, New York, I am dedicated to understanding my clients' needs and helping them work toward their financial goals with confidence. Integrity is the value that clients and colleagues most often associate with me, and it guides every aspect of my professional approach.

Outside of work, I enjoy spending time with family and friends, especially at our camp in the Adirondacks. When I'm not working, you'll often find me exploring the outdoors and pursuing the goal of completing all 46 Adirondack High Peaks.

I earned a Bachelor's Degree in Economics from Binghamton University, where I developed a strong foundation in economic principles, analytical thinking, and financial concepts. Since graduating, I have been working at Wells Fargo for the past 1.5 years, gaining valuable experience in the financial services industry and expanding my knowledge of finance, client service, and brokerage operations.

Throughout my career, I have enjoyed learning new aspects of the financial industry and am passionate about continuing to grow both professionally and personally. I am committed to developing my skills, building meaningful relationships, and helping clients navigate their financial goals.

Outside of work, I enjoy golfing, camping, cooking, and spending quality time with family and friends. These activities help me maintain a balanced healthy lifestyle.