Joe has been helping individuals and families with financial planning decisions for almost 20 years. Joe joined Pinnacle Investments in November of 2023. Prior to this, he worked at a large financial services organization for 8 years providing retirement planning services in the academic, research, medical, cultural and governmental fields.
Joe’s approach to the client experience focuses on listening to understand, helping clients identify and prioritize goals and concerns that may stand in the way of achieving these goals. With this as the start of Joe’s disciplined planning process he then develops actions steps and personalizes comprehensive financial plans and investment strategies that he and his client will review regularly to evaluate progress and adjust as circumstances change.
Joe holds Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), State Securities Agent & Registered Investment Advisor Representative (Series 66), and NYS insurance Licensed for Life, Accident & Health.
Joe and his wife Amanda live in the Town of Manlius with their two children and two dogs.
Check the background of this investment professional on FINRA’s BrokerCheck.