Joe has been in the Financial Services industry for over 10 years with experience assisting business owners with succession planning, individuals, and families with personal planning. Now, Joe has a focus on developing relationships with Estate Attorneys to assist clients with asset protection, business succession, and elder care planning.
Prior to joining Financial Services Joe was a Real Estate Broker in New York City specializing in commercial and residential development. With the support of NFN Joe is looking forward to expanding his practice and integrating more advanced planning and growing a team.
Registered Representative of Park Avenue Securities LLC (PAS), Financial Representative