Our Team

To Joe, financial planning is about building strong relationships that help others live their best lives. He brings an unparalleled level of humility and sincerity to his role—he prefers a phone call to an email and listens with genuine interest as clients discuss their financial goals. He values the opportunity to connect with a diverse range of individuals and excels at making others feel heard and understood.

With over 30 years in the financial services industry, Joe has witnessed and navigated various economic cycles. In times of unpredictability or concern, he serves as a source of reason, reassurance, and wisdom for his clients. He acts as an information filter, helping them discern what is truly important and focus on what they can control. This approach provides them peace of mind and guides them in making wise financial decisions that support their individual goals.

Joe approaches wealth management holistically, addressing each area of his clients’ plans and introducing trusted professional partnerships as needed to enhance their financial support systems. His objective is to consistently further their best interests, whether he is developing an investment strategy, identifying the best insurance policy, or connecting them with other professional advisers.

• Forbes Best-In-State Top Financial Security Professional, New Jersey – 2024^*

• Forbes Best-In-State Top Financial Security Professional, New Jersey – 2023*

• Forbes Best-In-State Top Financial Security Professional, New Jersey – 2022*

• Million Dollar Round Table (MDRT), Life and Qualifying Member, Top of the Table Qualifier** 2022-2024

• MDRT Court of the Table - Study Group Mentor 2024, 2025

• New York Life Chairman’s Council Qualifier 2024***

• New York Life Chairman’s Council Qualifier 2023

* Forbes Best-in-State Top Financial Security Professional were selected by an independent research firm based on various qualitative and quantitative data. You can learn more about SHOOK Research's methodology here. Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK's research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. For more information, please see http://www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

**Top of the Table/MDRT (2010 – 2017): The Million Dollar Round Table (MDRT), The Premier Assocation of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

***Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.