Joe is an Accredited Investment Fiduciary, AIF® and Certified Plan Fiduciary Advisor, CPFA®. He has been working in the wealth management business since 2004. Joe specializes in the needs of high net worth individuals and working closely with businesses in their efforts to optimize their retirement plans. Utilizing a disciplined investment strategy that helps manage risk with balanced return expectations, Joe has helped clients navigate the cyclicality of the markets in an effort to improve financial outcomes.
When not at work his energy is focused on his wife Amanda, daughter Lilah and son Levi. He’s also an accomplished IronMan triathlete having competed in the IronMan World Championships in Kona, Hawaii.
Joe earned his B.S. and M.A. from the State University of New York at Oneonta. He holds a FINRA Series 7 and Series 66 with LPL Financial and the New York State Life and Health Insurance License.