Joe was first introduced to the finance field at the young age of twelve, when his grandfather handed him the stock section of the newspaper and asked him to analyze it.
Joe graduated with a Bachelor of Science degree in Business Administration with a concentration in Finance from Salisbury University, where he also played varsity baseball. Since then, Joe has been helping his clients streamline their portfolios to align investment strategies and work toward reducing risk.
He educates his clients on various financial strategies with a goal of maximizing their investments and seeking to provide stability for their future.
With more than a decade of experience as a financial consultant, Joe holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. and is a long-standing member of the Financial Planning Association of the Northeastern New York Chapter.
Joe currently resides in Wilton with his wife, Melissa, and two sons. He enjoys spending time with his family at their camp in Pennsylvania, coaching Little League, and was previously on the board of the Saratoga Independent School as the finance chair.