Joseph has been in the financial services industry for over 8 years with a strong background in banking and asset leveraging strategies. Joseph joined Echelon in 2021 to apply his past knowledge to each client’s unique financial picture. His passion is building relationships with individual and small business clients, focusing on protecting retirement income, tax efficient strategies, and business continuation. Joe enjoys spending time with friends and family, songwriting and playing guitar.

Areas of specialty include:

• Business Planning Strategies
• Retirement Planning
• Estate Planning
• Retirement Income Planning
• Tax Saving Strategies
• Social Security Education