Senior Vice President - Financial Advisor
The best financial plans aren’t about money - they’re about how that money helps you live your best life. Eschewing a one-size-fits-all approach, Joe asks his clients probing questions about their goals, helps identify their priorities, and listens to their feedback before building a holistic plan that addresses their goals. A chemist by training, Joe’s approach is data-driven, detailed and thoughtful. He specializes in critically analyzing complex client information, and researching various strategies and solutions. When making recommendations to clients: he makes them easy to understand, addresses their specific needs, and puts their best interest first. He wants his clients to know not only what investments they have, but also why they have them.
As a proud father, Joe values his family time with his son Aaron, daughter, Elodie, and wife, Becca. When he finds time, Joe enjoys running, playing tennis and attempting to play golf. He volunteers through his alma mater, R.I.T. and is a devoted member of the Rochester and Victor communities.