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 Joe joined Heritage Financial as a research analyst and trader, he transitioned to a wealth advisor and is now a wealth manager. Joe has more than 15 years of experience working with clients who appreciate his thoughtful approach to understanding each family’s specific financial goals and tailoring their portfolios to their needs. His intellectual curiosity, patience, and warm, friendly persona allow him to become a trusted, close advisor with each client that becomes part of the Heritage family. Joe is a Certified Financial Planner and Chartered Financial Consultant.
Outside of the office, Joe is a proud “Girl Dad” to two daughters whom he shares with his wife Nicole in his hometown of Easton. He enjoys spending his summers on the Cape with his family and remains passionate about health, fitness, and collecting rare sports cards.