Joe’s philosophy focuses on deep engagement with clients, striving to create clarity and reduce anxiety as they navigate life’s challenges and reach their financial goals. “I believe that your life is more than your money or wealth. I’m here to navigate life goals beyond just the financials and help you build your legacy while establishing a deep bond with you and your family,” says Joe.
- Joe is a founding partner of Great Diamond Partners, launching the firm in 2019. He leads advanced planning efforts for the team, educating and mentoring the planning team on topics, strategies, and solutions for clients.
- He holds particular expertise in insurance strategies as part of financial planning, such as life, long-term care, property and casualty, and annuities.
Joe spent his childhood, college years, and early career in the New England and Mid-Atlantic States before moving to Maine in 2000 to join UBS Financial Services in Portland.
- His career started in municipal finance in New York City, and he later moved to Citibank Private Bank, honing his financial acumen and analytical skills.
- In his 19 years at UBS Financial Services, Joe built relationships with the team that would eventually launch Great Diamond Partners. Here he gained clarity about how his skills could best serve clients, stressing the values of active listening, communication and collaboration.
- Joe found the ideal fit for his life’s vocation when he moved to the independent side of the wealth management industry. “My education, unique strengths, and personal values have found a home in a career that allows me to deliver objective advice designed to improve my clients’ lives. With 30 years of experience, I relish serving others and strive for continuous improvement in assisting people to reach their life goals,” says Joe.
Volunteerism is deeply important to Joe. Inspired by his parents, he gives freely of his “time, talent, and treasure,” a phrase he uses often not only as a personal mantra but in his professional planning guidance.
- Joe is a past president of Big Brothers Big Sisters of Southern Maine and remains involved as a volunteer, offering life-changing mentorship to young people in Southern Maine.
- He serves on the board of directors for Catholic Charities of Maine, supporting their work to strengthen individuals and families of all faiths by providing innovative community-based social services throughout Maine.
- Joe and his wife also passionately support Good Shepherd Food Bank and Portland Ovations.
