Joe serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. Joe’s comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance and charitable planning. Joe will work with you personally to understand your needs and provide you with a customized plan to achieve your goals.
Prior to joining Creative Planning, Joe worked for a major national financial services company for 15 years as a Financial Planning Consultant, Vice President, and Senior Account Executive managing a practice of over $1.8 billion. The majority of his career was spent working with individual clients assisting them with their financial needs. While at his previous employer, Joe was recognized with the prestigious President’s Circle award as well as multiple Achiever and Chairman’s Awards.
Joe received a Bachelor of Science degree in Management from SUNY New Paltz and is currently working towards his Certified Financial PlannerTM designation.
Joe and his wife Joanne have three children, Tommy, Luke, and Megan. In his spare time, Joe enjoys activities such as ice hockey, running, and spending time with family and friends.