Joe started his advising career in 2015 with Newbridge Securities. His main focus was on financial retirement, protection planning, and asset management for individual retirement accounts to help secure a safe stable future. n 2017, he moved to Oppenheimer & Co to continue individual client needs for retirements but also specialized with 401(k) plans for local businesses and companies.
Joe received his bachelor’s degree in Marketing from Adelphi University in 2014. He was a member of the Penn State lacrosse team from 2009 to 2011 where he excelled both on and off the field. From 2012-2014, he became 2-Time captain and 2-Time All-American for Adelphi. Joe continues to coach youth football and lacrosse on Long Island. He currently resides with his fiancé in North Massapequa, NY.