As a Certified Financial Planner® Joe helps individuals and small business owners reach their long term financial goals. His specialties include retirement planning, education funding, investing and insurance.  He also draws upon his experience as a business owner to aid his clients.  Joe graduated cum laude from Quinnipiac College. In preparation for obtaining his CFP® designation, Joe completed a series of courses through Boston University.  Community service is an important part of Joe’s life. He is a member of the St. Rita School Board (Past President) in Hamden, a member of the St. Rita Church Finance Council, a youth soccer coach, a member of the St. Francis Golf Committee and a member of Business Networking International.  He has passed his Series 7 and 66 securities examinations and holds a license in Connecticut for life, accident and health insurance. When not working, Joe enjoys spending time with his wife Sheila and their four children: Bobby, Rory, Patrick and Maggie.



Phone: 203-234-6340