Joe started in the Financial Services Industry in 2006, working for Citigroup and joined Martin Wight in 2019. Joe focuses on developing financial strategies for physician clients and their families throughout the country. As the Co-Director of the Financial Planning department at Martin/Wight, Joe's area of focus is Financial and Retirement strategies as well as Investment Management.
Prior to joining Martin Wight, Joe was an Investment Advisor with PNC Bank’s Wealth Management and Trust Division. He specifically managed High Net Worth client’s portfolios and built customized Investment Accounts in accordance with the client’s Long Term objectives.
Joe is a graduate of Towson University with a degree in Economics and was a member of the Men’s Varsity Soccer Program. He also earned the designation of Certified Financial Planner™ (CFP®) and is scheduled to sit for the Certified Investment Management Analyst® designation in 2019.
Joe lives in Bel Air, MD with his wife and son. When not working he enjoys coaching Club Soccer, watching EPL games and playing golf.