Pennsylvania State University, University Park, Pennsylvania
Smeal College of Business
Bachelor of Science, Business Administration, Concentration: Business Management
Bachelor of Arts, Business Administration, Concenration: Economics
For over a decade, Joseph has worked with clients in the Lehigh Valley, Doylestown, and King of Prussia, PA markets delivering insurance, wealth management, and investment planning solutions. He earned his BA in Business Management from the Smeal College of Business at Penn State University as well as his BA in Economics. He has his 6, 7, 63 and 65 Securities Licenses with LPL Financial and various Insurance licenses.
Joseph joins the FCCB Wealth Advisors team in their efforts to provide consumers and business owners with fact-based advice on retirement planning, choosing investments wisely, estate planning and fiduciary services, cash management and budgeting, risk management and insurance, and tax planning. His philosophy has always been that he is in the business of relationships and helping people, building trust and getting to know each client's goals to work toward success.
He and his wife, Cindy, moved to Delaware after marrying. They have a son, Killian. In their free time, they enjoy going to the beach and camping trips.
AVP, Financial Consultant
FCCB Wealth Advisors
741 W. Cypress Street
Kennett Square, PA 19348