Advisors & Team

Joe is a Certified Financial Planner™ and Financial Advisor with Valley National Financial Advisors. With more than a decade of experience in the financial services industry, Joe provides creative solutions for individual and institutional clients, concentrating on retirement income planning, investment management, income tax planning, risk management, and estate planning. Joe is a Registered Representative with Valley National Investments, Inc., an Investment Adviser Representative with Valley National Advisers, Inc. and a fully licensed insurance agent.

“It is very rewarding knowing that you created a path for someone to achieve their goals. That feeling is what drives me to come in to the office each day” says Joe. He enjoys working with individuals and community organizations in the hopes that he will be able to provide them with meaningful strategies that build a foundation for success. His work with clients is focused on a needs-based approach ensuring that all aspects of their financial lives are addressed. Joe has a commitment to ongoing education in order to maintain and expand his knowledge base so that he can be a reliable resource for his current and future clients.

Joe is a native to the Lehigh Valley and presently resides in Northampton with his wife and three children. In his personal time, Joe enjoys mountain biking, hiking, and spending time with family. Joe is a past Board Member of Community Bike Works in Allentown where he served as treasurer and chaired the Finance Committee.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.

*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent.  Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.