Healthcare & Medicare Specialist
As a client care representative at Affiliated Financial Planners, Joe is focused on honing his financial planning skills to help craft strategies to benefit clients. Not only will Joe be creating value for clients and building relationships he will also be playing an intricate role in advancing the operations of our back office.
Joe's accomplishments include a major in Finance as a 2015 graduate of Florida State. He holds his Series 7 & 66 securities licenses as well as his PA Life and Health insurance licenses. Recognized for his leadership and outstanding performance as an athlete at Parkland high school, Joe is a native to the Lehigh Valley area bringing new faces of opportunity to the team. In his spare time Joe can often be found on the local golf courses enjoying a solo or group round.
At Affiliated Financial Planners Joe's natural characteristics of interpersonal skills and desire to succeed provide for the solid foundation AFP was built on to continue to strengthen. Joe is self-motivated and ambitious not only in the office but outside of work. His leadership skills and expanding technological knowledge will add value to both his team and its clients.
Medicare only (484)206-7462