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CRPC®, LUTCF®
410-825-6066
Joe prides himself on helping people from all walks of life to achieve their business and financial goals while also providing them the knowledge and tools to make smart choices to help themselves down the line. A graduate of Radford University, Joe is a Baltimore native and currently resides in Towson with his wife, three children, and their mini-bernadoodle. In his spare time, Joe enjoys golfing, skiing, and photography. Joe was also a longtime member of the Jemicy School Board of Trustees and served as the Alumni Association president for five years. He is also a founding board member of the Odyssey School. For the past 19 years, he and his father have co-chaired The Morgan Family Foundation Golf Classic, which has raised over $2.5 million to fund educational programs and scholarships for students with dyslexia in Baltimore-area schools.
Certifications
- Chartered Retirement Planning CounselorSM (CRPC®)
- Life Underwriter Training Council FellowSM (LUTCF®)
- Registered Investment Advisor Representative (IAR)
- Series 7 Licensed General Securities Representative
- Series 6 Licensed Investment Company and Variable Contracts Products Representative
- Series 65 Uniform Investment Adviser Law licensed
- Series 63 Uniform Securities Agent State Law licensed
- Life and Health Insurance licensed
Education
- Radford University, Bachelor’s Degree, Business Administration and Management
CRN-5467046-021423

Angela Hasenei
Practice Manager