Joe is fired up to bring only the best of himself to his clients. Known for his energy, patient listening, hearty laugh, leadership and love of all things finance, Joe realized his dream in January of 2019—successfully opening his own wealth management company. Captaining the direction and service experience for his clients is paramount to him. He collaborates with top-level professionals in the industry, pushing himself to thoughtfully consider new technology, products and services where it adds value to his clients lives.
Joe began his career at Tower Square Securities, Inc., the Broker Dealer for the Travelers which was later acquired by Citigroup in Hartford. He spent years mastering the foundation of the financial industries; becoming an invaluable resource to advisors. After training his team to succeed him, Joe knew the time had come to work directly with clients—a decision he hasn’t regretted for one day...
