Joe Elwood, ChFC®, EA

Client Services Associate

Joe provides over 40 years of financial expertise as a Client Services Associate.  He was associated with MassMutual and MML Investor Services, holding securities licenses for many years before retirement.  Fortunately for us, Joe’s desire to continue utilizing his skills led him to join the Diamond Wealth team shortly after its founding.

Joe was born and raised in Amsterdam, NY and graduated from Siena College with a Business Administration degree and from The College of Saint Rose with a Master of Science in Management.

He and his family moved to Carlisle from upstate New York during the summer of 1981 when he joined C.H. Masland & Sons as General Credit Manager of the carpet division.  Though he enjoyed his time with Masland Joe decided to leave the corporate world and started his own tax and accounting business in October of 1988.  He “retired” from that business in October of 2012 and from his association with MassMutual and MML Investor Services in December of that year.

Joe is a Chartered Financial Consultant and an Enrolled Agent, which allows him to practice before the IRS.  He holds Series 7 and 63 securities licenses with LPL Financial, plus state life and health insurance licenses. 

Joe lives in Carlisle with his wife Mary Lou. They have two adult children, Kevin and Darren, and have three wonderful grandchildren.  Joe and Mary Lou are members of St. Patrick’s Church and enjoy their winters in Florida.