Location

Camp Hill, PA & Lebanon, PA

Education

Bachelor of Arts – Franklin Pierce University

Licenses

FINRA Series 6, 7, 63, 65; Pennsylvania Life/Health & Variable Annuity License

Bio

Joe received his Bachelors Degree from Franklin Pierce University.  He then attained much success and recognition as a previous employee of both Pitney Bowes and Automatic Data Processing (ADP) and as a small business owner in the New York City area.

Joe’s time spent with ADP provided him with experience in handling 401(k) and SIMPLE IRA plans.  Joe has received many accolades for his work, including ADP’s Board of Director’s award and national recognition as one of ADP’s top ten district managers.  Joe comes to CWA with a strong understanding of small business and of retirement vehicles.

Since joining CWA, Joe received his CERTIFIED FINANCIAL PLANNER^™ Certification meeting rigorous professional standards and the commitment to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with his clients.

He has also earned the Accredited Investment Fiduciary^® (AIF^®) designation.  The AIF^® program provides designees the knowledge needed to implement a prudent process into their own investment practices and being able to assist others in implementing proper policies and procedures according to fiduciary standards.

In 2022, Joe expanded CWA’s footprint by opening the CWA office in Lebanon, PA. With the opening of his office in Lebanon, Joe is able to provide the residents of Lebanon, PA with boutique style financial plans that are highly customized to each unique situation. In addition to reviewing portfolios with the intention of ensuring someone feels secure in their investments, they’ll be planning for the future and whatever may come.

In 2014, Joe joined the American Cancer Society Volunteer Leadership Council to rally individuals and communities and empower them to fight back against cancer.

In 2015, Joe was named Forty under 40 by the Central Penn Business Journal.  This award recognizes the Capital region’s most accomplished young business leaders who are committed to business growth, professional excellence, and community service.  Joe has also been selected to join the Leadership Harrisburg Area Class of 2016 Community Leadership Series.

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