As a Personal Financial Advisor, Joe specializes in investment strategies, particularly when it comes to planning for retirement. Joe consults with families looking to pursue investment goals as well as with business owners looking to choose the ideal retirement plan for their company. He looks to provide clients with more confidence, more financial independence and stability of retirement income.
Joe joined Synergy Financial Group for one quality in particular: Independence. With the LPL Financial affiliation, he has access to many different types of investment options. The ability to give unbiased advice to his clients allows Joe to sit on the same side of the table as his clients.
Having goals and a plan are essential for financial success. That is why he became a CERTIFIED FINANCIAL PLANNER™ professional. In addition to becoming a CFP®, Joe has been published in the Baltimore Business Journal as well as The Daily Record. He takes the complicated world of investments and financial planning and breaks them down to have meaningful conversations with his clients.
Joe, his wife Jane and their two sons live in Bel Air, Maryland. When not raising a family or working with clients, Joe likes to travel, golf and cook.