Joe joined CollaborativeWEALTH® in 2015 as a Managing Partner and Private Wealth Manager. He specializes in comprehensive financial planning, wealth management, investment advisory services, and complex life insurance strategies. Joe holds a Series 7 through LPL Financial and a Series 66 through LPL Financial and CollaborativeWEALTH®, as well as Life and Health insurance licenses. He is also registered to provide investment services in multiple states.
Joe’s previous experience includes serving as a financial advisor with Securian Financial Services. He graduated from Bentley University with a degree in Business Administration and Management.