Originally from Rumson, New Jersey, Joe received his degree from Providence College and is licensed in both securities and insurance products. Joe has over 17 years of experience in the investment industry giving him a deep understanding of the complex issues involved with financial planning such as balancing short and long-term goals, tax shelters and insurance needs.

"I believe that financial planning involves more than one account or policy. A big picture approach is needed to ensure that all aspects of a secure financial future are addressed and planned for properly."