A team dedicated to your financial independence
Joe provides valuable support for our financial advisors and manages a wide range of operational duties, including conducting research, handling client service requests and maintaining clients’ profiles and account documentation. He strives to consistently provide timely and accurate information to support clients as they pursue their financial goals.
Before joining our team, Joe was a business analyst at Northeastern Fence. He earned a bachelor’s degree in economics with a minor in Chinese language and culture from Grove City College. While there, Joe was a member of the Adelphikos Fraternity and held positions as social chair, assistant pledge master and pledge master. He also served as inter-fraternity council president for the 2014 to 2015 academic year.
Joe traveled to Armenia in 2010, 2011 and 2012 with Mercy Projects, and taught children martial arts and Bible lessons at a summer camp. He has a blue belt in Brazilian jiujitsu and enjoys cooking, winemaking and playing rugby in his spare time. Originally from Lynn, Massachusetts, he lives in Newmarket with his wife, Erin.