Joe assists business owners, executives, and affluent families with retirement planning, estate planning, business succession planning, and investment advisory services. Joe takes pride in identifying a variety of financial planning options and potential opportunities, and in providing clear guidance to help his clients make the most informed decisions for their business and family. Through speaking engagements on financial planning topics, Joe has addressed trade associations, non-profit organizations, and classrooms, including the Restaurant Association of Maryland, the International Association of Ice Cream Distributors and Vendors, Catersource, Saint James School, Howard Community College, The National Aquarium, and the National Automobile Dealers Association Academy.

He is a member of the Financial Planning Association (FPA), the Financial Services Institute (FSI), the Society of Financial Services Professionals (FSP), and the National Association of Insurance and Financial Advisors (NAIFA).  Joe was a past board member and chairman of the FPA of Maryland’s Membership, NexGen, and Government Advocacy committees.

For the thirteenth consecutive year, Joe was recognized as a Five Star Wealth Manager*, as previously featured in Baltimore Magazine, Bloomberg, the Wall Street Journal, Fortune, and Forbes.  Forbes also recognized Joe as a Top Next-Generation Wealth Advisor in 2018, 2019, and 2024. AdvisorHub named Joe as a 2024 Advisor to Watch.

Joe earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a Chartered Retirement Planning Counselor (CRPC®) as well as an Accredited Investment Fiduciary (AIF®) and a Certified Kingdom Advisor (CKA®).  He holds his Series 7 and Series 24 registrations through LPL Financial, his Series 66 Registration through ADE, LLC, and maintains Life and Health Insurance licenses.

While earning his bachelor’s degree at Washington College, Joe was awarded the Department of Business Management Award given to a graduate who shows outstanding qualities of scholarship, character, and leadership. Joe was also the captain of the school’s basketball team.

When not in the office or spending time with his wife and sons, Joe can likely be found watching the Orioles, Wizards, or Terps.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, and 2026 Five Star Wealth Managers.

The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

Chartered Retirement Planning Counselor (CRPC) conferred by the College for Financial Planning