About Joseph
Joseph (Joe) focuses on risk-based financial planning and creating financial plans for families and individuals to help them weather the unexpected events that life may bring.
Joe has more than 20 years of experience in financial and insurance planning. He has worked in financial planning with large regional banks and had a financial advisor practice with several large insurance companies. Before financial services, he worked in information technology in the defense arena of Washington, D.C. and Northern Virginia.
In his free time, Joe enjoys working on home renovation projects, working out, and spending time with friends and family.
Education and Professional Milestones
-Community College Allegheny County – associate’s degree in biology and aviation
-La Roche University, Administration and Management – bachelor’s degree, graduate certificate in accounting
-The American University – master’s degree in management information systems
-Florida Inst. Technology – Executive Certificate in Financial Planning
Joseph (Joe) focuses on risk-based financial planning and creating financial plans for families and individuals to help them weather the unexpected events that life may bring.
Joe has more than 20 years of experience in financial and insurance planning. He has worked in financial planning with large regional banks and had a financial advisor practice with several large insurance companies. Before financial services, he worked in information technology in the defense arena of Washington, D.C. and Northern Virginia.
In his free time, Joe enjoys working on home renovation projects, working out, and spending time with friends and family.
Education and Professional Milestones
-Community College Allegheny County – associate’s degree in biology and aviation
-La Roche University, Administration and Management – bachelor’s degree, graduate certificate in accounting
-The American University – master’s degree in management information systems
-Florida Inst. Technology – Executive Certificate in Financial Planning