Explorer. Kind. Fun-loving. And passionate about helping others succeed. Joe has devoted his 20+ year financial services career to helping professionals, business owners, and friends work towards their financial goals. He’s passionate about connecting with the community and building trusted, collaborative relationships with his clients. Joe obtained his Bachelor of Science in Accounting from Towson University and is a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant. He continues to grow professionally and pass on his knowledge to others as a mentor and public speaker in the financial services industry. Over the years Joe has served his community through various volunteer efforts with local boards and civic groups. He is a world traveler, family guy, husband and music festivalist. The kind of guy you want as your neighbor – and to grab a glass of pinot with at the end of a long day.