Joe has been in the financial services industry since 1996 and has experience in multiple disciplines of the industry. During that time, he has helped business clients as well as individual clients at all stages of life prepare for and manage a myriad of financial situations.
Joe is a Managing Director at Lifetime Financial Growth, a financial advisor and a Retirement Income Certified Professional (RICP®). He is an experienced public speaker and has been regularly giving presentations on personal financial management for over a decade to multiple groups. In doing so, Joe has helped hundreds of people learn how to start their lives off on the right foot financially and therefore, mitigate one of the largest sources of stress in a person’s life and business. Joe is also a published author on the topic, having written the book, “Love, Marriage, Money: Your Guide To A Financially Happy Family.”
Joe is a graduate of John Carroll University and is very active in the alumni community. He and his wife Ann have been married for over 23 years and have two children in college.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian