Joe’s interest in personal finance began at a young age watching his father, a former auditor, budget on a notepad and shop around for interest rates on CDs. Asking family and friends questions about other savings opportunities, Joe was encouraged to join an investment club in high school. This led to a deeper pursuit of financial knowledge and earning a BS from the business school at the State University of New York at Oswego.
In pursuing a career, Joe learned of fee-only registered investment advisors and their priority in offering objective advice. When the opportunity presented itself, Joe joined the well-respected firm of BRF on the New York team. BRF’s holistic approach provides Joe with the opportunity to work with clients in a comprehensive nature, something he values greatly.
Joe focuses on asset allocation and wealth transitioning strategies. His passion lies with helping clients work through life transitioning events. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Joe resides in Rockland County, New York with his wife and two children. Outside of work you can find Joe at the lake with family, exploring local hiking trails or pretending to be a golfer.