Joseph joined Jacobi Capital in 2009 with a desire to alleviate the stress of planning from clients’ lives. He spent the first 10 years of his career in different management positions within the telecommunications industry. While earning his MBA, he discovered a profound interest in finance.
Pursuing this newfound interest, Joe decided Jacobi would be the perfect place to advance his skills and make a difference in people’s lives. As a wealth advisor, Joe offers personalized financial services to each client. Primarily working with retail investors, businesses, and individuals planning for retirement, Joe’s focus is to help accomplish the goals his clients may have.
Joe earned his MBA from Wake Forest University and his Bachelor’s degree in Business Administration & Management from Bloomsburg University. In his spare time, Joe enjoys playing sports, spending time with his wife and kids, and being an active member within his church. He resides in Kingston with his wife Jan and their three children.