Joe joined Centurion as a Partner in 2008. He has been in the retirement plan industry since 1994. Joe’s focus is on developing and retaining retirement plan client relationships and leads Centurion’s Non-Profit practice, where he works closely with retirement plans of health care organizations and governmental bodies.
Joe received his Bachelor of Science Degree in Business Administration from Wilkes University. He holds FINRA Series 7, 63 and 65 licenses. He also holds life and health licenses in several states. His professional designations include PLANSPONSOR Retirement Professional (PRP) and Certified behavioral Finance Analyst (CBFA).