Principal Securities Registered Representative
Joe joined our team in 2017, after working as a project manager for 22 years in the construction industry. There, he developed many skillsets including planning, coordination, and teamwork. He has a Series 7 general securities registration, as well as the 2-15 Life, Health, Variable Annuity insurance license. As a financial professional, Joe works diligently with our clients to identify their financial goals and determine a pathway to help achieve them. He also provides investment strategies, insurance protection, and college planning.
Joe was born in Tampa, Florida. He currently lives in Wesley Chapel with his wife Clare and their two beautiful daughters. He enjoys fishing, golf, and is an avid fan of all Tampa area sports teams.