Professional Background


Joe is presented the 2011 President's Cup, awarded for giving enthusiastic support towards the progress of NAIFA Greater Philadelphia in expressions of the true spirit and ideals of the institution of life insurance. This recipient has shown sustained, meritorious activity in the life insurance industry, conducted in an ethical and honorable way. 

  • Joe is a financial adviser and insurance professional with extensive training and experience in preparing financial plans and developing insurance and investment strategies for businesses and individuals in conjunction with their retirement plans, pension and estate planning needs.
  • Formerly a high school teacher in the Archdiocese of Philadelphia, Joe holds the following professional degrees and designations:

                          Degrees and Designations:
                          - MBA Insurance - Temple University
                          - Chartered Life Underwriter (CLU)
                          - Chartered Financial Consultant (ChFC)
                          - Certified Financial Planner (CFP)

                          Securities Registrations:
                          - Series 6, 7, 22, 63
                          - Investment Advisor Representative

                          Insurance Licences:
                          - Life & Fixed Annuities
                          - Accident & Health Life / Variable Annuities

                          - Society of Financial Service Professionals (SFSP)
                          - Financial Planning Association (FPA)
                          - National Association of Insurance and Financial
                            Advisors (NAIFA)

  • Past Ethics Chairperson for the Greater Philadelphia Society of Financial Service Professionals.
  • Past President of the Bucks County Life Underwriters Association (currently Greater Philadelphia NAIFA).
  • Past President Greater Philadelphia Chapter CLU / ChFC (currently Greater Philadelphia SFSP).
  • Member of the Financial Planning Association.
  • He has been a guest lecturer at Temple University and part-time instructor for Penn State University, The American College, and a speaker at company events and professional association meetings.
  • He was awarded the Paul S. Mills Scholarship award from the Society of Financial Service Professionals.
  • Inducted into National Association of Insurance and Financial Advisors Hall of Fame – Greater Philadelphia (2009).