Joe has been in the financial services industry for over 15 years including branch management at PNC Bank and financial advisory roles at Morgan Stanley and Cambridge.
Prior to that Joe earned a Bachelor of Science degree in Business Systems/Analysis from Taylor University (Upland, IN). He also holds the Series 7 (General Securities) and Series 66 (Investment Advisor Representative) licenses.
Currently, Joe’s day to day duties include serving his clients and managing the operations of the firm.
Outside of work Joe enjoys spending time traveling, and is a self-proclaimed “tech-geek”. Joe also enjoys giving back to the community through The Arnold Palmer Hospital for Children Foundation and his church, First Baptist Orlando.
Designations:
Series 7 through IFP Securities
Series 66 through Independent Financial Partners
Certified Plan Fiduciary Advisor (CPFA)
Life & Health Insurance (State of Florida)
Memberships:
National Association of Plan Advisors
Investments & Wealth Institute