,CFP®, CPWA®
As a CFP® and CPWA® professional, Joe specializes in comprehensive wealth management for high-net-worth families or their surviving spouses. Joe values building trusted relationships with his clients and helping them work toward their most cherished financial goals. In times of loss, such as the passing of a spouse, Joe offers reassurance and guidance, allowing clients to focus on what matters most. He combines problem-solving skills with genuine empathy to customize investment, estate, tax, and asset protection strategies. In addition, Joe collaborates with clients’ outside professionals—such as CPAs, estate attorneys, and insurance agents—to ensure each client’s plan is implemented.
Joe earned his bachelor’s degree in personal financial planning at the University of South Florida. In 2024, He earned the Certified Private Wealth Advisor® (CPWA®) certification. Joe is actively involved in several professional organizations.
What do you value most in your client relationships?
Trust is the most important virtue of any relationship, and client relationships are no different. I’ve often found that being able to deliver honest, and transparent professional advice while connecting on a personal level – either through a mutual hobby, interest, or shared experience – is where the most trust can be built.
What sparked your interest in financial planning? What fuels you every day in your work?
My interest in financial planning was driven by an immense desire to help people. Financial planning allows me to fulfill this desire by helping families as they build wealth, send their children to college, enter retirement, and plan to leave a legacy. This desire fuels me as much today as it did when I entered the industry as a college student many years ago.
How do you do good in your community?
When the opportunity arises, I volunteer with the National Links Trust, a non-profit headquartered in Washington D.C. that is dedicated to positively impacting communities and changing lives through affordable and accessible municipal golf. Throughout the year, the National Links Trust partners with local environmental organizations like the Anacostia Watershed Society and Rock Creek Conservancy to undertake sustainability projects. These projects include trash removal at our local municipal golf courses, invasive vegetation removal to benefit the local ecosystem, and freshwater mussel releases in the Anacostia River to help improve the river’s water quality.
Where did you grow up? Where do you live now?
I grew up in the small town of Brooksville, Florida which is about an hour north of Tampa. I currently live in Washington, D.C. with my wife, Amanda.
CERTIFIED FINANCIAL PLANNER®
Certified Private Wealth Advisor®
University of South Florida
B.S. personal financial planning
Volunteer with the National Links Trust
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