Joe graduated from the University of Delaware in 2009, where he studied Finance and Economics. Joe played four years of ice hockey and was team captain in the 2008/2009 season. He was recognized as 2^nd  Team All-American in 2008 and 3^rd Team All-American in 2009.  He was also inducted into the University of Delaware Men’s Ice Hockey Hall of Fame in 2016. After graduating he worked over the next 3 years as a Financial Advisor with Diamond State Financial Group and then PNC Investments.

Over the last 10 years Joe has worked as an Investment Solutions Consultant with New York Life covering the South Central Zone. He specializes in the annuity suite of products (Variable, Fixed & Income), as well as, MainStay mutual funds. He has a deep knowledge of capital markets and holds his Chartered Financial Analyst® designation. He currently lives in Matthews, NC.