It is my mission to help individuals discover, attain and surpass their financial and personal ambitions. I help my clients realize their financial goals and safeguard against unpredictable life event.
After 20+ years in the 401(K) business, working for Fidelity, DST and other Fortune 500 companies in varying senior client service relationship roles, I decided to leave the corporate world. What prompted this change? On September 29th, 2008, on my way to a golf tournament, I stopped in to visit my father. By the end of the day, the stock market had crashed, falling 777.68 points. My parents were ambitious, smart, hardworking people. They worked to save and put a plan in place for the future, however, they were vulnerable during this period, which severely impacted their plan to absorb assisted living expenses. These expenses eventually got passed onto their children.
Through my journey, I discovered that I want other people to have prosperous opportunities that sound financial strategies provide. It is extremely rewarding to provide my clients with the lightbulb moment of discovering that their financial and personal ambitions can be achievable. I enjoy that each client’s financial path is different, and that regardless of where they’ve been, I am helping them get where they want to go.
An Ashland resident for nearly 20 years, Joe can be seen coaching the Pop Warner and Youth Baseball and Softball teams of his 2 children. In his spare time, Joe enjoys golf and fishing. Joe received his BS from Southern Connecticut State University, and played varsity football and served as an assistant football coach.
Financial Representative of Guardian.