Working with our local nonprofits

Joe has spent the better part of the last two decades working with various charitable organizations. It was that desire to serve others that led him to a career in financial planning. Originally from Washington, DC, Joe currently resides with his wife Kate and son Anders in Scranton's historic Greenridge neighborhood. 

Joe has led multiple financial seminars for local nonprofits including:

  • Marywood University's STARS Program
  • Jewish Family Services
  • Women's Resource Center
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Uniquely Myself

I lead with empathy, compassion, and social intelligence. If you have never spoken to a financial professional, then you have come to the right place!