“I enjoy time spent getting to know my clients and learning what is important to them. This helps me tailor my advice to meet their unique goals and circumstances. The personal relationships I form with my clients make every day at work satisfying.”
Joe focuses on providing truly integrated wealth management services. “I’ve learned that most mistakes made by otherwise competent advisers result from the ‘left hand not knowing what the right hand is doing’. All too often, investment advisers, estate planning lawyers, and tax professionals (CPA’s) operate in isolation. There is simply too much overlap in these disciplines—they need to be integrated.”
Joe takes his time to explain in plain language your investment strategy. Therefore, a genuine relationship of trust is built on a foundation of understanding and clear communication. “It’s my job to help you understand and thus be confident with your investment strategy and other important financial decisions.”
Joe began his career at a midsize, local public accounting firm, later operating his own CPA firm from 1996 – 2008. He developed a range of expertise including pension fund and investment manager analysis; taxation for individuals and corporations; financial accounting; business consulting; and strategic and financial planning for corporations, not-for-profits and individuals. Joe holds a bachelor’s degrees in accounting and theology from Mount St. Mary’s University.
Joe resides in Frederick, MD with his wife Margie. Together, they enjoy the never ending activities of their 9 children and 7 grandchildren, extended family and friends. They are actively involved in their church, St Ignatius of Loyola in Urbana, MD.