Joe has been in the financial services industry since 1984. He graduated from Seton Hall University with a B.S. in Finance. Joe currently holds the designation of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®). Joe has held various leadership roles with many community groups including the former President of the Woodbridge chapter of BNI, Treasurer of Dayton Village Coalition, Vice President and Founder of the South Brunswick Chamber of Commerce. He has served as a volunteer board member of both Women Aware and the South Brunswick YMCA. He is dedicated to help his personal and business clients meet their objectives by providing ongoing advice on their planning, investments, insurance and employee benefits.
Joe has lived in South Brunswick, NJ with his wife Patti where they raised their children Brian and Brooke since 1994. Joe enjoys working on his golf game at Forsgate Country Club in Monroe, NJ in his spare time.
Message to all my clients:
I have NO immediate plans to retire for several years. I have worked diligently with management, home office, my entire team, and especially with my business partner Dave Maurer to create a business continuity plan for the benefit of my clients. You are the most important thing to me. When I am no longer here, it is vital that you continue to receive expert advice and platinum level of service. Without the help of my entire team this would not be possible. Feel free to reach out to myself or any other member of the IWP team should you have a question or need service of any type.
Thank you for trusting me with your family's and business's planning, products and services for nearly 4 decades. Your trust has meant a lot to me and I sincerely appreciate it.