Joe has been in the financial services industry for over 22 years. He obtained his Bachelor of Science in Accounting from the Smeal College of Business Administration at The Pennsylvania State University. After graduation, Joe worked in Audit & Advisory services at Price Waterhouse where his client base was predominantly comprised of large banks, broker-dealers, and funds. Shortly after obtaining his CPA license in the State of New York, Joe began working at Goldman Sachs & Co. in the Product Control department. He was an advocate for industry-wide initiatives as a member of the AICPA Investment Company Expert Panel and past Co-Chair of the Accounting Committee for the Managed Funds Association.
Joe is dedicated to helping his clients preserve and generate wealth and firmly believes that focusing on their protection first will set them on the right path to achieving their financial goals. Joe is inspired to help his clients because he knows that the work we do can have a meaningful impact on their legacies as well as their businesses, families, and communities. He has spent the last two decades in the financial services industry working with top-tier firms where he learned to put his clients first and that success should be measured by the attainment of their long-term goals.
Joe is an avid sports fan and enjoys experiencing different cultures while traveling with his wife, daughter, and son. In his spare time, Joe enjoys listening to music and watching his daughter swim and his son play hockey.
Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of Guardian. Not practicing CPA for Guardian or its subsidiaries or affiliates.