Joe brings a dynamic and driven approach to his role on the team, working closely with clients to help them take the first steps toward financial clarity and long-term success. As a Business Development Associate, Joe supports the team by facilitating client engagement, driving client acquisition efforts, and ensuring a seamless onboarding experience. With a strong foundation in finance and management, he is currently studying to obtain his securities registrations. His goal is to become a fully licensed financial professional who can guide clients through every stage of their financial journey. Joe is passionate about building meaningful relationships and delivering value through thoughtful, goal-oriented planning. A recent graduate of the University of Maine, Joe holds a double major in Finance and Management. Outside of the office, he enjoys golfing, skiing, and spending time outdoors with friends and family.