Joe enjoys working with clients to help improve their quality of life now and in the future. As a Certified Financial Plannerâ„¢, Joe helps individuals and small business owners reach their long term financial goals. Joe’s main focus is on retirement planning, education funding, investing and insurance. Excellent customer service, risk reduction strategies and helping to minimize investment expense are all key elements of Joe’s practice. He also draws upon his experience as a business owner to aid his clients. Joe views his relationship with his clients as a partnership, helping them achieve financial success.
Joe graduated cum laude from Quinnipiac College. He has passed his Series 7 and 66 securities examinations and is a licensed Connecticut life, accident and health insurance producer. 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 President of the Notre Dame High School Loyalty and Endowment, Treasurer for the All Saints Catholic Academy Board, a youth soccer coach and a member of the Evergreen Cemetery board of directors. When not working, Joe enjoys spending time with his wife Sheila and their four children, Bobby, Rory, Patrick and Maggie.