Joe assists business owners and affluent families in the areas of retirement planning, estate planning, business succession planning, and investment advisory services. Joe takes pride in identifying a variety of planning options and potential opportunities followed by clear guidance. He is on the Board of Directors for the Financial Planning Association (FPA) of Maryland, is a member of the Financial Services Institute(FSI), and is actively involved with fundraising for the Cystic Fibrosis Foundation. Joe earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and he is also a Chartered Retirement Planning Counselor(CRPC®). Joe was recently named a top Next-Gen advisor by Forbes.