Meet the Team

Joe is a seasoned financial advisor based in southwestern Pennsylvania, bringing over 17 years of experience in the industry. Since 2006, Joe has dedicated himself to offering top-tier financial guidance as a Certified Financial Planner™ and Accredited Investment Fiduciary Analyst™.

At Washington Family Wealth, Joe and the team take pride in their commitment to providing fiduciary advice, ensuring that clients receive recommendations that are not only comprehensible but also actionable. Transparency and reasonable compensation are at the core of their ethos, making financial services accessible to families across all wealth brackets, organizations, and small businesses. 

Beyond the realm of financial planning, Joe is deeply involved in the community, exemplified by a rich history of serving on various boards and committees in the Washington area. Whether crafting financial strategies for families, organizations, or small businesses, Joe excels in developing and implementing personalized plans that strive to foster long-term financial success.