Joe brings over 25 years of experience advising individuals, professionals and businesses in a wide range of financial matters, including tax planning strategies, investments, 401(k) administration, to general business consulting and charitable planning. He specializes in helping pre-retirees and retirees with the myriad of financial issues they face at this most important phase of their financial lives. The primary goal and focus is to provide an income that they may not outlive, to improve returns, protect their principal and reduce taxes.
Prior to beginning his private practice, he had been an Account Executive for Citigroup specializing in communicating retirement plan benefits for the New York Deferred Compensation Program and numerous hospital plans throughout Central New York State.
Joe's educational pursuits included St. Edward's University in Austin, Texas, the College for Financial Planning of Denver, Colorado, and finally Merrimack College near Boston, Massachusetts where his course work concentrated on legal issues associated with financial planning. He is a member of the Central NY chapter of the Financial Planning Association and a proud member of Integrated Financial Group, a consortium of independent financial planners.
An avid scuba diver and skier, Joe is at home on snow or in the ocean. He spends many hours as a registered volunteer for the New York State Prison system to counsel inmates in applying positive principles to ultimately assist in transitioning into productive life in their community.