Joseph began his career as an advisor over 30 years ago in downtown Manhattan. Before becoming an advisor, he successfully ran his own business which, would later better prepare him to work with the business owners he now services as clients. Throughout his career, he has specialized in creating and managing employer-sponsored 401(k) plans and estate planning for his high net worth clients. Out of the office, Joe has been heavily involved with the Diabetes Foundation for the past 25 years and formerly held the role of president of the foundation. He is also a classic car enthusiast and enjoys going to auctions.