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Before joining Heritage, Joe led a wealth management practice that assisted institutions, corporate executives, entrepreneurs, physicians, business owners, professionals, and their families in developing and implementing coordinated financial strategies. He has an open architecture approach that allows him to offer high-quality and accurate objective advice to address the unique needs of his clients.
Joe helps each client define and develop clear objectives and to design a tailored strategy to help build, manage and preserve their wealth. He manages investment portfolios by utilizing both strategic and tactical solutions. Combining core, opportunity, and alternative asset classes minimizes risk and create tax efficiency. The hallmark of his practice has always been to deliver personalized investment advice and financial planning strategies with best-of-class service.
Joe resides with his wife, Desiree, sons Tripp, Dash, and Jett, and two dogs in Stevenson MD. He enjoys golf, fitness, cooking, coaching, skiing in the winter and beach activities in the summer.
- CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®)
- Registered Investment Advisor Representative
- Licensed General Securities Representative
- Series 7 & 66 Registered
- Life, Health, Annuity
- Long-Term Care Insurance Registered
- University of Maryland – Robert H. Smith School of Business,
Master of Business Administration (MBA), Finance, Strategy
- Providence College, B.S., Health Policy / Management and Economics
Primary Clients or Industries
Business / Corporations
Primary Service Areas
Wealth Planning and Preservation
Strategic and Tactical Investment Management
Retirement Income Planning
Estate and Tax Reduction Strategies
401k and Corporate Retirement Plan Management