With over 30 years of industry experience Joe is a Certified Financial Planner (CFP), Certified

Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA) and a founding member of Hingham Street Partners.  He works primarily with business owners and high net worth families on their comprehensive, holistic wealth plan. Joe is one of the few advisors at UBS who has earned the designation of Certified Exit Planning Advisor.  

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The capabilities to impact clients' lives

Joe's role is to help clients maximize business, personal, and financial goals. The process consists of three major areas:  Maximizing business value, personal financial planning and “Life after business” planning.

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• As a business owner, Joe has a deep understanding of the complexities of ownership, growth and sale of businesses.  He has worked with entrepreneurs and senior executives through all stages of business transition-private and public

• Experienced in overall trust and estate planning perspectives and advice for intergenerational family planning as well

• as protection of assets through life and long term care insurance 

 

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The credentials that build confidence 

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• Certified Financial Planner™ (CFP®)

• Certified Exit Planning Advisor (CEPA®)

• Certified Private Wealth Advisor (CPWA)

• Series 7, 31, 63, and 65 securities license as well as health, life and long term care insurance licenses

• Graduate of Merrimack College with a concentration in Finance and Economics 

 

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Living his passion for giving back

Joe is committed to giving back and making an impact in the communities he serves.  He is proud to be a respected leader across industries. 

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• Chairman, Signature Healthcare Board of Trustees

• Past Chairman of Signature Healthcare Finance Committee 

• Past Chairman of the Foundation, Signature Health 

• JDRF –Team Panther Power

• Past President, Northern RI American Cancer Society 

 

Joe lives in Whitman with his wife Kathy and their two children, Megan and JP.  Joe is an avid Boston sports fan and a "sub par" golfer!