Joe boasts more than 40 years of experience in the financial services industry. Before his retirement, Joe was associated with MassMutual and MML Investor Services.
He is a Chartered Financial Consultant and an Enrolled Agent, which allows him to practice before the IRS. Joe holds Series 7 and 63 securities registrations, plus state life and health insurance licenses.
Joe’s “retirement” didn’t last long; his desire to continue using his skills and knowledge led him to join the Diamond Wealth team shortly after its founding. Joe assists Jim and the rest of the staff, allowing the team to focus on the needs of their clients.
Born and raised in Amsterdam, New York, Joe is a graduate of the College of St. Rose with an M.S. in Management. He started his own tax and accounting business in 1988, where he worked until 2012.
Nowadays, Joe lives in Carlisle with his wife, Mary Lou. Together, they have two children and three grandchildren. Joe and Mary Lou are active members of St. Patrick’s Church, and they enjoy spending their winters in Florida.