Joe is a financial advisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. He has worked in the financial services industry since 2012 and is a CERTIFIED FINANCIAL PLANNER® professional. He focuses on developing a deep understanding of the client’s family, investment mindset, and long-term goals to tailor the financial strategy to their unique needs.
Joe designs and implements financial planning strategies for retirees, high-net-worth families, and is passionate about helping educate the children of the clients he works with.
Licenses and Registrations
- Investment Adviser Representative of Commonwealth Financial Network
- FINRA Series 7, 63, and 66 securities registrations
- Life and health insurance licenses
- CERTIFIED FINANCIAL PLANNER® professional
Notable
- BS in Finance, University of Maine Orono
- BS in Management, University of Maine Orono
- Maine Notary Public
Personal Information
Joe and his wife Callie, reside in Scarborough, where they raise their two young children. While that consumes most of his time outside of the office, he enjoys golfing in the summer, snowboarding in the winter, and working on home projects in the fall and spring