Associate, Centralized Planning Solutions
Joe assists families and individuals define their goals and build a comprehensive financial plan. Having worked in the commercial construction industry prior to financial services, Joe understands the importance of building a strong foundation. The financial plan he develops with clients creates the foundation they can build their life on.
Joe earned a bachelor’s degree in Business Management from James Madison University. While working in the Washington DC Metro area for various government and commercial construction contractors, he refined his analytical skillset by simplifying large and complex problems into easy-to-understand practical solutions.
Joe then went to work as a Financial Advisor for AIG Retirement Services. With an emphasis on building trust through education, he has experience fostering the relationship and walking through the process of developing a tailored financial plan for every client.
When not assisting clients, Joe enjoys hiking, golfing, boating, fishing and exploring the natural beauty around his home of Saint Petersburg, FL with his girlfriend and two dogs. He is also an avid snowboarding enthusiast and passionate Washington DC sports fan.