Joe helps clients achieve financial clarity by a straightforward approach to investment planning. He considers himself the quarterback of his clients’ financial lives.
Joe has been in the financial services industry for more than 30 years and has developed considerable knowledge to help his clients by earning the CFP® designation along with a master’s degree in finance.
Joe is a lifetime learner, having spent a number of years as a professor teaching corporate and personal finance. He also enjoys reading, traveling and restoring classic cars.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.