Get to Know Joe

Joe is a Certified Financial Planner™ and Financial Advisor with Valley National Financial Advisors. With more than a decade of experience in the financial services industry, Joe provides creative solutions for individual and institutional clients, concentrating on retirement income planning, investment management, income tax planning, risk management, and estate planning. Joe is a Registered Representative with Valley National Investments, Inc., an Investment Adviser Representative with Valley National Advisers, Inc. and a fully licensed insurance agent.

“It is very rewarding knowing that you created a path for someone to achieve their goals. That feeling is what drives me to come in to the office each day” says Joe. He enjoys working with individuals and community organizations in the hopes that he will be able to provide them with meaningful strategies that build a foundation for success. His work with clients is focused on a needs-based approach ensuring that all aspects of their financial lives are addressed. Joe has a commitment to ongoing education in order to maintain and expand his knowledge base so that he can be a reliable resource for his current and future clients.

Joe is a native to the Lehigh Valley and presently resides in Northampton with his wife and three children. In his personal time, Joe enjoys mountain biking, hiking, and spending time with family. Joe is a past Board Member of Community Bike Works in Allentown where he served as treasurer and chaired the Finance Committee.