recruited, hired, and trained hundreds of agents, supervised their customers’ accounts, met compliance, and helped his agents’ careers blossom with accelerated sales.

Wanting to offer improved services, Joe became a securities broker/dealer serving stockbrokers, financial planners, and a new family of insurance professionals. This experience provided him with the diverse background to benefit a broad range of all types of financial advisors. Subsequently, Joe went into private practice as a fee-only SEC Registered Investment Advisor so he could offer his refined professional advisory skills and money management service to his private high net-worth clients.

Joe was approached by several insurance broker associates from the early days who requested he come out of retirement and manage their accounts, just as he has been doing with his own private high net-worth company. Joe agreed to work with a select few, and is now available to provide customer-centric investment management services to financial services professionals interested in account management support and building sales revenue.

All the exceptional investment products, comprehensive portfolio management skills, and two decades of financial industry experience managing professionals, servicing accounts, securing compliance, and advancing professional sales careers are now available for representatives who wish to benefit from Joe’s expertise.

Because of Joe’s 360° career he is in a unique position to understand your needs and concerns, and offer the tools and solutions that help you communicate clearly with your current clients while securing additional clients and accelerating your sales revenue.