Growing up, I watched the stock channel with my Papou. I didn't understand most of what I was seeing, but I loved the idea of picking stocks with him, following companies, making my picks, and then watching those picks actually work out and make him money. But what really stuck with me wasn't the screen or the numbers. It was the feeling of helping someone I cared about make better decisions and protect what he worked hard for.
That experience planted something early. I realized I wanted to help people with their money, help them make more of it, and give them confidence about their future. Financial services became the place where that passion made sense.
Most of my week is spent in conversations with clients, learning what actually matters to them and helping them make confident financial decisions. When I'm not in meetings, I'm building proposals, researching strategies, or working with younger advisors so they can grow into better versions of themselves. A lot of what I do comes down to building trust, whether that's with someone sitting across from me for the first time or someone I've worked with for years.
I had a client once who came in believing retirement would never be possible for her. After we walked through her plan, organized everything, and showed her she actually could retire, she started crying and said she never thought she would be able to. That moment made it clear to me what this work is really about. It's not the investments or the accounts or the returns. It's about taking someone from uncertainty to confidence and helping them see a future they didn't think existed.
I'm from Queens, but I've been in Tampa long enough now that it feels like home. I'm married to Olivia, and our house is full of girls, which includes our cats Daisy and Palmer and our dog Stella. Outside the office, you'll find me boating, working out, going to sporting events, or spending time with friends and family. I'm also active in my Catholic parish, where I volunteer with the community.