An experienced Financial Planner/Advisor with five plus years of experience in the industry, Joseph, an Accredited Investment Fiduciary®, is uniquely qualified to take the mystery out of complex financial issues. Prior to starting his own firm, Joseph's planning work provided creative options to clients so that they could make informed decisions for themselves and their family. Joseph has a comprehensive knowledge of Retirement, Investment, Cash Flow, and Insurance issues and helps people who are retired, or planning for retirement, avoid common - and sometime irreversible - mistakes. He is devoted to helping his clients preserve not just their own wealth, but also the future wealth of everyone they love.
Joseph is a graduate of Washington College, and received his Certificate in Financial Planning and Services through Florida State University. He is also an active member of the Severna Park Chamber of Commerce. When not in the office, Joseph spends his time with his wife and two young boys. They are avid outdoor enthusiasts; whom enjoy running, bicycling, skiing, boating, hunting, fishing, crabbing and traveling.