Joe has been in practice over 37 years. His primary areas of focus include providing investments and insurance for retirement, business and estate conservation. He has four years of experience in public and corporate tax accounting and five years of experience with a wealth management group. Joe was named to *John Hancock’s Hall of fame in 2011.
Joe received a B.S. in Accounting from Bloomsburg University. Joe, his wife Deborah and puppy Vito reside in Bethlehem. His twin daughters Jennifer and Michele, and son Matthew reside in Bethlehem, NYC and Washington DC respectively.
ACHIEVING CLIENT EXCELLENCE
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered.
HALL of FAME
The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.