Professional and Community Activities
- Member of the Financial Planning Association
Joe and his wife Leila were married in 2002 and live in Frisco, TX. They have two children, Isabella and Aliah. When Joe is not working with clients he enjoys spending time with his family and traveling.
Joe considers it his responsibility to treat all of his clients with caring and respect. As a financial advisor, he works diligently to provide his clients with outstanding service while truly understanding their needs and concerns.
- BA, Education – State University of New York at Fredonia – 1999
- MBA, Finance – Saint Joseph’s University – 2007
- MMWKM Advisors, LLC, Investment Advisor Representative, 03/2011 to Present.
- Cambridge Investment Research, Inc., Registered Representative, 07/2010 to 12/2010.
- SEI Investments Distribution Co., Registered Representative, 09/2008 to 06/2010.
- SEI Investment Management Corp, Investment Advisor Representative, 07/2006 to 06/2010.
- SEI Investment Management Corp, Investor Services, 07/2004 to 06/2006.