Joe is a Certified Financial Planner who began his career in 1987. He prides himself on a proactive approach to creating and preserving wealth for his clients. Joe brings to his work a desire to find creative solutions to complex problems by coordinating different aspects of the client’s situation into a clear, integrated plan. He has a CFP, CLU and a ChFC.
Joe is married with three adult children. He is part of the Misericordia Home family, actively involved in their fundraising and annual Family Fest.