Joe joined Lincoln Investment in January 2022 as a Financial Planning Support Consultant. He is a graduate of the Rutgers School of Business with a Bachelor’s of Applied Science in Finance and is pursuing his MBA from the Fox School of Business at Temple University. In addition, Joe has received his FINRA Series 7 and 66 securities registrations.

Joe joins us from Wealth CMT, where he served as a Financial Planning Analyst generating wealth plans for clients by projecting cost-of-living, income(s), assets, liabilities and insurances in accordance with a clients’ goals, objectives and milestones. He also worked for Lincoln Financial Group assisting advisors nationwide on products, procedures, new business, cashiering, transfer of assets and trading.