Joe is a Partner and Senior Wealth Advisor at the IFS Group. With over 17 years of experience in the Financial Services industry, he has gained the knowledge and expertise to help his clients work towards managing, growing, and securing their financial independence. Joe holds certifications as a Certified Retirement Planning Counselor®, an Accredited Asset Management Specialist®, and is a member of LPL’s exclusive Retirement Plan Consulting Program (RPCP).
Prior to Joining the IFS Group in 2019, Joe began his career as a Futures Trader on the Chicago Mercantile Exchange trading interest rate derivatives. He later began serving clients as a Financial Advisor at Merrill Lynch and Fulton Financial Advisors.
Joe earned a Bachelor of Arts degree in Business Finance from Franklin & Marshall College. He resides in Lower Allen Township, PA with his wife Stephanie, daughters Ava, Olivia, and Sophia, and their dog Chase. In his free time Joe enjoys coaching a local wrestling program, playing golf, and spending time with his family.
CRPC conferred by College for Financial Planning.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through IFS Group, LLC a separate entity.