For over 40 years, Joe has worked in finance and accounting. He is a Certified Financial Planner, and a Certified Public Accountant. Joe’s passion lies with helping his clients strike a balance between living for today and saving for tomorrow.

After earning his CPA in 1980, Joe helped to establish the firm in 1984 and has been working to grow it ever since. Always an active professional in the accounting, tax, and financial planning fields, Joe was an instructor for the Boston University Corporate Education Center for 17 years, and has served on the board of directors at the Everett (Cooperative) Bank since 1994, serving as Chairman of the Board for 12 of those years. He earned his CFP in 1991, which was the start of his transition into the wealth management field.

Joe continues to give back to his community as a dedicated member of the Everett Rotary Club (since 1984), having served as a past president and treasurer. Joe grew up in Everett, raised his two sons (Eric & Brian) in Lynnfield, and now resides in Topsfield with his wife, Ann. The family now includes his daughter-in-law Meghan and an adorable grandson and granddaughter, Logan and Isabella. Joe enjoys traveling with his family, including a prior ten-year journey of attending a ballgame at every major league baseball park. His newest adventure involves traveling around the country visiting the spectacular US national parks (America’s Best Idea). His wife has already informed him that they will NOT be visiting every single US national park. Read our full interview with Joseph here.

“My favorite part about my job is the people; both the people I work with, and the people that I work for. I’m not a really extroverted person but I get energy from people.  I enjoy meeting with people and talking with people.  I like impacting the lives of our clients through wealth management planning.”