Joe is a Certified Kingdom Advisor (CKA®), CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Enrolled Agent (EA), and Certified Tax Specialist™ (CTS™). He has been in the industry for 9 years. He graduated from Saint Joseph’s University with a triple major in Financial Planning, Accounting, and Finance. Joe has had extensive experience in the areas of retirement planning, tax planning, estate planning, and charitable giving.
Joe believes that one of his many strengths is how analytical, thorough, and detail-oriented he is, which he feels is a definite strength when it comes to financial planning. Joe is always happy to share his assumptions, and how he has come to his conclusions, and prove them, which satisfies even the most analytical. Joe enjoys working with clients who aspire to live generously and seek to make a Kingdom impact as part of their legacy.
Joe was born and raised in New Jersey. Joe met his wife, Gospel, while living in Philadelphia. They got married in September 2020 and ended up moving down to Florida shortly thereafter in January 2021. Joe and Gospel now live in Orlando, FL. They have since found a great church family at their local church and are very involved. They enjoy traveling, going to the beach, watching crime dramas, and spending time with friends.