Joe earned his reputation as a CERTIFIED FINANCIAL PLANNER™ professional, having fulfilled the requirements of the Certified Financial Planner Board of Standards. He also is a Chartered Financial Consultant (ChFC^®), qualified to help provide comprehensive advanced financial planning.

Joe is a unique financial advisor because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations and, with over two decades of financial industry experience, his core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

In his personal time, Joe enjoys traveling with his wife and children and serving local charities.