With over 25 years of experience in the financial and the insurance industry, Joe has served multiple roles during the span of his career ranging from Account Executive and Regional Sales Manager of large national firms to President and Owner of a comprehensive financial services company where he has grown a large and diverse clientele.Joe’s focus has been in the areas of financial risk management, benefits maximization, and retirement planning. Serving, private, public, and corporate sector customers, Joe has focused on an educational and counseling approach to helping his clients. By taking a holistic methodology to financial health, cash flow and risk management, he has helped his clie