As Wealth Advisor, Joe is responsible for the ongoing management of existing client relationships and retention of clients. He works in conjunction with lead advisors and other technical specialists to develop advice for clients, assisting with the coordination of financial planning, tax planning, development of personal financial plans, and investment strategies.
Joe received a Bachelor’s Degree in Accounting from Westminster College (PA), which he completed while fulfilling an internship with JFS. He also received the CERTIFIED FINANCIAL PLANNER™ certification in 2020.
Outside of work, Joe coaches several youth sports and also enjoys spending time on the ball field — a lifelong passion for the former All-American baseball player.