How Can I Help You?

Joey is dedicated to helping clients navigate their financial journeys with confidence and clarity. He specializes in crafting personalized financial plans, investment strategies, and risk management solutions that align with each client’s unique personal and professional goals. With professional expertise in estate planning, retirement income strategies, and tax-efficient investing, Joey provides thoughtful guidance through life’s complex financial decisions. His client-first approach ensures that every conversation is rooted in listening, collaboration, and empowerment.

What Makes Me Knowledgeable?

Before joining the team in 2024, Joey gained valuable experience in financial consulting roles at Morgan Stanley and JP Morgan. He holds a bachelor’s degree in finance from Walsh College and maintains Series 7 and 66 licenses through LPL Financial. His background equips him with the tools and insight to deliver strategic, informed advice tailored to each client’s needs.

 

Getting to Know Me

Outside the office, Joey enjoys traveling, cooking, and playing tennis. On the weekends, you’ll often find him on the golf course or cheering on Arsenal. He’s also passionate about giving back and actively volunteers with Catholic Charities, supporting local initiatives that make a meaningful impact in the community.