Senior Vice President/Financial Advisor
Direct: 732 590-0506
“There are no shortcuts. You must listen, educate and teach, be patient, and then listen, again. You must also have the courage to not run with the crowd.”
Joseph applies his decades of business and investment experience to help navigate his clients on their financial road. Navigating that road together requires a trusted relationship built over the course of time through both positive and stressful environments. Prior to joining HJ Sims, Joseph spent more than four years working in the insurance industry, managing litigation. He also spent more than 20 years in the computer, applications, and communications technology sectors, and working for tech start-ups supporting Fortune 100 companies.
In his spare time, Joseph enjoys woodworking, building furniture for a purpose. He sees a correlation between the craft of woodworking and financial planning. Joseph believes that like furniture, long-term financial needs require a plan in order to be built. Just as the woodworker takes raw material and applies his techniques and tools to build something useful, Joseph believes the same holds true with investing. He strives to apply the right solutions at the right times within a client’s comfort level in order to build a useful plan.
Joseph holds his Series 7, 62 and insurance producer (life and health) licenses. He earned a B.A. in economics from the University of Michigan, Ann Arbor.