Joe is a Financial Planner with HighPoint Advisors, LLC. His career began in the financial services industry in 2010, starting as an intern at AXA Equitable during his senior year of college. Before joining the HighPoint Advisors team in 2018, Joe worked as a financial planner for several other local independent firms. Joe holds a Life & Health Insurance license, as well as Series 66 and Series 7 registrations held through LPL Financial.
Born and raised in Central New York, Joe is a product of Cicero-North Syracuse High School and Le Moyne College, where he excelled in both academics and as a student athlete. As an integral member of the men’s soccer teams, Joe was a Section III champion at CNS and a member of three NCAA tournament teams at Le Moyne, culminating in an NCAA Final Four run in 2009. Joe still enjoys all types of athletics; including golf, soccer and softball; among others.
Joe likes to stay active within the Central New York Community and serves on the Community Impact Committee Board for the United Way of CNY; this committee helps make decisions related to funding of other local non-profit and charitable organizations. Joe is also a Finance Committee member for ALS Association’s Upstate New York Chapter, where his skills are put to use for bettering the lives of those struggling with Lou Gehrig’s Disease. He is also a member of “Young Leader’s United” through the United Way. He also stays involved with his college Alma Mater though volunteering his time to the students of the Madden School of Business through various projects associated with Le Moyne College.
His philosophy on savings/investment is to start young, and while there will always be fluctuations in the market, be patient and stay focused on the long term goal! Joe is here to help you identify and work towards your financial goals through careful planning that takes into account all the varying factors in your life.