36+ years in wealth management has taught Joe that financial success happens when you take a whole-picture approach to Wealth Management. Joe’s outside the box thinking challenges clients and colleagues to reject conventional wisdom in favor of ideas that bring about true [Financial Independence]. He works with his clients to simplify their life, by assisting in managing complex issues, preserve and grow assets and transfer their legacy to the next generation. Prior to joining the Wealth Management business over 36 years ago, he was a practicing CPA, where he worked for an International Accounting firm advising clients on a variety of tax, accounting and investment matters.