Joe is a partner and founding member of Independence Wealth Partners.  Information about our team can be found at exploreiwp.com. 

Joe has been in the financial services industry since 1984.  He graduated from Seton Hall University with a B.S. in Finance.  Joe currently holds the designation of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).  Joe has held various leadership roles in many community groups as the former President of the Woodbridge chapter of BNI, Treasurer of the Dayton Village Coalition, and Vice President and founder of the South Brunswick Chamber of Commerce.  He has served as a volunteer board member of both Women Aware and the South Brunswick YMCA.  He is dedicated to help his personal and business clients meet their objectives by providing ongoing advice on their investments, insurance, employee benefits and long term planning.

Joe has lived in South Brunswick, NJ with his wife Patti where they raised their children, Brian and Brooke.  In his spare time, Joe enjoys working on his golf game at Forsgate Country Club in Monroe, NJ.

Education

Seton Hall University B.S. in Finance

Hobbies

Golf
Travel
Reading

Affiliations & Memberships

Member of the Financial Industry Regulatory Authority, Inc. (FINRA)

Community Involvement

Volunteer with Women Aware, New Brunswick, NJ