An Easton, Massachusetts native, Joe has always had a passion for finance, sports, and his studies. After playing varsity soccer and baseball in high school, Joe attended Bentley College in Waltham, Massachusetts where he became a member of the Bentley Investment Group and grew to love investing and financial planning.
After graduating from Bentley College in 2007, Joe joined Heritage Financial as a Research Analyst and Trader. He transitioned to a Wealth Advisor and is now a Senior Advisor, leading client relationships. Joe takes a thoughtful approach to understanding each family’s specific financial goals and tailoring portfolios to their needs. His intellectual curiosity, patience, and friendly persona allow him to become a trusted advisor to his clients. Joe is a Certified Financial Planner® and Chartered Financial Consultant®.
Joe resides in his hometown of Easton and has three young children, Madison, Morgan, and Connor. He enjoys spending his summers on the Cape with his family and is passionate about health, fitness, and collecting rare sports cards.