Vice President, Financial Life Planning
With over 10 years of experience in financial services, Joe takes great pride in providing expert advice to individuals regarding their life, disability income and long term care insurances. Joe provides comprehensive planning to a wide variety of clients including, medical professionals, corporate executives and private business owners. In this complex and fast-changing financial landscape, Joe believes in providing ongoing education to his clients, keeping them well-informed and prepared for life’s sudden changes.
Where insurance planning is a sprint, wealth accumulation and retirement planning is a marathon that takes both discipline and endurance. Joe believes a successful financial plan is built on a strong foundation of protection through life, disability and long-term care insurance planning.
From start-ups to growth and maturity, and eventually the business sale, Joe enjoys helping privately held businesses in all the stages. His advice includes properly drafted and funded buy-sell agreements, key employee retention, pension planning to reduce income taxes and business succession planning.
Joe earned his Bachelors of Science in Economics from the University of Pennsylvania’s prestigious Wharton School of Business. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Joe is constantly advancing his education in insurance and financial planning and is currently pursuing his Certified Financial Planner (CFP) designation. He enjoys providing seminars to business owners and has conducted continuing education seminars for CPAs and other professionals. Joe maintains his life and health insurance license with several states.
Currently a Board Member for the Wharton Club of New Jersey, Joe is also Chairman of the Wharton Leads Council and Trustee of his homeowner’s association. Past leadership roles include, Chairman of the Young Professionals Group of Greater Monmouth Chamber of Commerce, Past-President of Business Networking International group and has served on several non-profit committees. Joe enjoys golf, football, reading and outdoor activities with his wife and three children.
Direct Line: 908-821-9774