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Joe takes pride in guiding his clients and helping them clarify their financial goals. He has worked extensively with women who are recently widowed, divorced, or single—to help them gain confidence in managing their financial futures.
He assists clients with many aspects of their financial lives, including:
Saving for and managing retirement assets
Guidance in asset allocation
Preserving and diversifying investments
Estate planning strategies
Managing and investing inheritances
Protecting loved ones in the event of death or incapacity
Joe values building long-term relationships with families and enjoys getting to know the next generation to help ensure smooth financial transitions during life’s changes. He has also shared his knowledge through community seminars and lectures.
He holds a Master of Science degree in Management and Finance and is a registered Investment Advisor Representative. Outside of his professional life, Joe enjoys jogging, gardening, and collecting Western art. He is also an avid car enthusiast. Joe and his wife have been married for 55 years and are the proud parents of three grown children and six grandchildren.