Since 2004 Joe has specialized in providing proactive guidance to private clients, investment committees, small-mid-sized businesses and non-profit organizations.
Joe is an Accredited Investment Fiduciary, AIF® and Certified Plan Fiduciary Advisor, CPFA®. Joe earned his B.S. and M.S. from the State University of New York at Oneonta. He holds the FINRA Series 7 and Series 66 with LPL Financial and the New York State Life and Health License. He has been an expert panelist at a number of national conferences speaking on both wealth management and employer sponsored retirement plans.
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.