Joe is a Certified Financial Planner™ Professional, and the Director of Investments & Portfolio Management at EagleStone Tax & Wealth Advisors. A Washington, DC, area native, Joe attended high school at Georgetown Prep in North Bethesda, MD, and then went on to graduate from the College of William & Mary with a Bachelors of Business Administration. He was drafted by the Seattle Mariners in the 13th round of the Major League Baseball Draft and played three seasons in their organization. He was named to the Midwest League All-Star team in 2007. In the fall of 2008, Joe began working at Wells Fargo Advisors as a financial consultant. In August 2011, Joe started his own advisory practice and then joined EagleStone Tax & Wealth Advisors in June 2012.
He holds the Series 7 and 66 securities licenses as well as the Life, Heath & Disability Insurance licenses and a Certificate in Financial Planning from Boston University. Joe currently lives in Bethesda, Maryland with his wife, Maura, and their two children, Michaela and Joseph.