Our Team

After graduating from the State University at New York at Fredonia in 1997, John began his career at American Express Financial Advisors, which eventually became Ameriprise Financial. John holds a BS in business administration and holds the Chartered Financial Consultant^® (ChFC^®) designation.

In 2018, John, along with his partners, founded Endeavor Wealth Advisory Group in order to provide a truly independent and comprehensive approach to financial planning. Endeavor Wealth Advisory Group believes that, in order to provide world-class service and guidance to their clients, an investment professional must be free of the influences present at many of the traditional Wall Street firms. John is proud to be associated as an Investment Adviser Representative (IAR) with Commonwealth Financial Network^®, an independent Registered Investment Adviser–broker/dealer.

John holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network. He holds numerous state insurance and securities licenses as well as being certified in New York state long-term care insurance.

John helps his clients achieve their goals for today, tomorrow, and well into the future. It all starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. John’s areas of focus are retirement income strategies, investments, wealth preservation strategies, retirement plan distribution, and estate planning strategies.

John lives in Perinton, New York, with his wife, Kari, and their two children, Aiden and Avery. They also have a Labrador retriever named Tugger. When not in the office, John can be found planting trees, building bridges, or developing trails on his property as well as at his cabin in the Tug Hill region. As an avid outdoorsman, spending time with family and friends and enjoying what nature has to offer are key parts of John’s work/life balance. John and his family enjoy hiking, riding ATVs and snowmobiles together while exploring the area, and just being together.

Early in John's career, he embraced the importance of giving back to his community and has been a Zoning Board of Appeals member for the Town of Perinton for more than 15 years. John was also a member of the town’s latest Comprehensive Plan Update Committee, in which he served to help map out the future of the town of Perinton.

Nathan started his financial advisor career in 2013 when he joined Ameriprise Financial and partnered with David A. Palermo, CFP®. In 2015, obtained the Chartered Retirement Planning CounselorSM (CRPC®) designation. In November of 2021 he successfully obtained his CERTIFIED FINANCIAL PLANNER® certification.

In 2018, Nathan founded, along with his partners, Endeavor Wealth Advisory Group, in order to provide a truly independent and comprehensive approach to financial planning. Endeavor Wealth Advisory Group believes that, in order to provide world-class service and guidance to its clients, an investment professional must be free of the influences present at many of the traditional Wall Street firms. Nathan is proud to be associated with Commonwealth Financial Network®, an independent Registered Investment Adviser–broker/dealer.

Nathan holds FINRA Series 7 and 66 securities registrations as a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network.

Nathan helps his clients achieve their goals for today, tomorrow, and well into the future. It all starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. Nathan’s areas of focus are investments, accumulation years, wealth preservation strategies, customized retirement planning, sustainable retirement plan distribution strategies, young families, 529s, and estate planning strategies.

Nathan lives in Webster, NY with his wife, Sarah, and their three children: Jacob, Jackson, and Eliza. They also have 2 golden doodles named Penny & Pepper. When not in the office, Nathan can be found enjoying family, playing golf, as well as being active in his church.

Amy joined our team in 2008 as an administrative assistant. After a year of acclimating herself with our practice, she became a licensed paraplanner. As a registered staff member, Amy holds FINRA Series 7 and 66 securities registrations, as well as New York state insurance licenses in life, accident, and health.

Amy is responsible for the overall practice operations for John Moose, ChFC^®. She also provides a wide range of client services and provides service and support to John and his clients, meeting their needs while always seeking to exceed expectations. Over the years, Amy has taken on many responsibilities and is familiar with all aspects of the practice, including overseeing office operations, compliance, tracking new business, transfers/rollovers, and insurance. Prior to her career in the financial services industry, Amy worked as a real estate sales assistant for 15 years.

Amy was born and raised in Rochester, New York, and currently resides in Gates, New York. She has two wonderful young adult children, Zachary and Taylor. When not at work, Amy can be found attending her daughter's college lacrosse games at Roberts Wesleyan College. She also enjoys hiking, snowshoeing and raising orchids in her spare time.

Lisa began working with David Zambito, CFP^®, in 2011 as a paraplanner and has more than 20 years of experience in the financial planning industry. She is responsible for operational and service support of David’s clients and assists in the preparation of personalized client financial plans. Lisa sets high standards for the client experience and meeting her advisor's and clients’ needs by providing assistance in a timely, friendly, and proactive manner.

Lisa began her career in the financial industry in 1989 with Shearson Lehman Hutton (currently Morgan Stanley) in Batavia, New York, where she held many different roles during her 20-year career. Her last 12 years there, she served as the operations manager of the branch. She holds FINRA Series 7, 8, 63, and 66 securities registrations and a New York state insurance license for life and health. She graduated from Genesee Community College in Batavia, New York, with an associate's degree.

Lisa resides in Bergen, New York, with her husband, Mark. They have two grown children and three grandchildren. Her passions include painting, gardening, traveling, and camping through the summer season.

Dezirae began working in 2025 as an administrative assistant for David Palermo, CFP^® and Nathan Wegman, CFP^®, CRPC^®. She currently is responsible for operational and client service support under both David and Nathan. She became a Notory Public in 2026. Dezirae aims to assist Endeavor Wealth clients with an organized, prompt, and friendly approach.

Dezirae currently resides in Fairport, New York with her husband Aaron and three daughters. Outside of work, she enjoys baking, attending her kids' school and sporting events, as well as working on freelance design and photography jobs. 

Janae joined our team in 2022 as an administrative assistant for David A. Palermo, CFP^® and Nathan R. Wegman, CFP^®, CRPC^®. She graduated from SUNY Brockport with a bachelor’s degree in Business Administration. While in college, she worked in the accounting department of a local wholesaler and later became an HR assistant for a healthcare facility. She is now back in the financial industry here at Endeavor Wealth Advisory Group.

Janae directly supports both David and Nathan and provides prompt service to our clients. Janae was raised in Bergen, NY, and currently lives in Churchville with her husband, Austin. In her personal life she enjoys singing, playing guitar and piano, and writing music. She also loves fitness, acting, and most importantly, spending time with her family.