Among the latest additions to the Rosemont Financial Group lineup, Joe brings to the team a wealth of experience in financial services for individuals and small businesses. He specializes in tax and accounting services for individuals, professional practices, wholesalers and construction firms, and also guides clients with attention to their unique needs. He carries Series 7 and Series 66 through LPL Financial as well as life and health insurance and long term care insurance licenses. But aside from his professional credentials, Joe takes great satisfaction in having expanded his accounting practice to include financial planning services for clients who were not getting the attention and information they needed for long-term strategies.
The pride of Amsterdam, Joe is a life-long New Yorker. He graduated from Rochester Institute of Technology with a Bachelor of Science degree in Accounting and completed an MBA and Financial Planning Certificate Program from The College of Saint Rose, where he went on to be an adjunct professor of tax and accounting. He has served on the board of advisors for the Bethlehem YMCA, St. Thomas School, March of Dimes, Cystic Fibrosis Foundation and Bethlehem Central Athletic Association. He has also volunteered time as a youth coach in basketball, soccer and baseball.
Joe and his wife, Ann Marie, live in Slingerlands and are the parents of two sons.