Joe earned his M.B.A. in Securities Analysis from Saint Joseph’s University, his B.S. in Marketing from the Philadelphia College of Textiles and Science and his A.A.S. in Business Administration from the Pennsylvania State University. He is also awarded the Accredited Asset Management Specialist designation from the College for Financial Planning and his Accredited Investment Fiduciary from the Center for Fiduciary Studies. Joe is Honorably Discharged from the United States Marine Corps and is a veteran of the Persian Gulf War. Joe is a member of the Marine Corps League, Father Judge High School Business Alliance, the Philadelphia Estate Planning Council and the Credit Union Executive Society. He volunteers for charitable organizations helping Veterans transition back to civilian life, eradicating cancers such as skin and breast cancer, and Parkinson’s disease. Joe is also actively involved with church, school and athletic organizations that involve his family. Joe is happily married and has three children.
Joe’s investment philosophy utilizes a cyclical economic cycle sector weighting strategy. Combined with access to a broad array of resources, including research analysts and economic and market experts, he can help you make informed investment decisions based on your specific needs and risk tolerances. With Joe’s “Client First” philosophy, he’s free to recommend the most suitable products and services for your unique situation.