Joe began his career in 2014 as a Corporate Tax Accountant and in 2018 entered the Financial Services industry with Northwestern Mutual. The following year, he joined TrueNorth Financial Solutions in White Plains, NY as a Financial Advisor servicing individuals for their insurance and investment needs. In April 2022, he teamed up with Corporate Plans Retirement Strategies, LLC as an additional resource to their existing clients. Joe lives in Highland, NY with his two dogs Cami and Holly.
Joe is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., offers securities in NY and is insurance licensed in NY.