Joe began his career in financial services in 2011 in the Compliance department of AXA Advisors. Upon graduating from Saint Joseph’s University with a major in both finance and risk management, he transitioned into a financial advisor role with AXA Advisors in the summer of 2012. He quickly began to focus his efforts on financial planning, earning several designations. He previously held the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. Joe also became a CERTIFIED FINANCIAL PLANNER® professional after obtaining his CFP® certification n 2017.
Joe brings this knowledge and experience to True North Financial Planning, with an emphasis on customized financial plans for each family the firm works with. Joe also oversees the firm's client experience and engagement, ensuring a truly personal and evolving relationship is created between the client and our advisors and support staff.