As a wealth advisor and part of an advisory team, Joe provides comprehensive wealth management solutions for clients working toward achieving their financial goals. He takes the time to get to know what’s important to his clients and works with them to form a comprehensive, customized financial plan, one that includes portfolio management, tax strategies, wealth transfer considerations, retirement analysis and education planning. Joe joined Buckingham Strategic Wealth in the fall of 2021 after the Siena Investments merger. Joe joined Siena Investments in 2012 where he was a senior wealth advisor. Prior to joining Siena, Joe spent 15 years as chief financial officer and shareholder at a su