As Senior Vice President, Joe is currently the leader of our Boston office. As a Chartered Retirement Planning Counselor℠ (CRPC®), Joe focuses on clear communication as he shares effective ways for clients to reach their retirement goals. He meets with clients for financial planning, asset management and insurance consulting, among other services.
Joe grew up in Pepperell, Massachusetts, and learned the value of hard work from his father. Not only did Joe’s father work seven days a week to provide for his private high school and college educations, but he also set an example of perseverance and community values, which Joe considers permanently part of his own DNA. Since graduating from Middlebury College, Joe has worked hard to give back by helping his fellow citizens and neighbors achieve their financial goals.
Joe learned from his mother to welcome every interaction as a chance to make someone’s day a little bit brighter. Joe always knew he wanted to work hard to improve people’s lives and make his parents proud.
A lifelong resident of Massachusetts, Joe has lived in Boston for over six years. Away from the office, he enjoys reading historical fiction, traveling (mostly to someplace warm) and keeping his athletic past alive through exercise and competing on the golf course. He has also coached youth baseball in his community.