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Joe formed Commonwealth in 1979 to offer superior, independent investment brokerage services to the burgeoning ranks of financial advisors like him. Since that time, Joe and Commonwealth have remained true to the original vision of providing indispensable service and cultivating a supportive environment where all affiliated professionals can thrive. He has dedicated his professional career to the dual goals of quality and community, constantly trying to create and refine “the ideal environment.”

Joe is an alumnus of Harvard Business School’s Owner/President Management Program and is ranked among leading CEOs in the book Leadership Secrets of the World’s Most Successful CEOs: 100 Top Executives Reveal the Management Strategies That Made Their Companies Great (Dearborn Publishing). In 2010, the editors of Investment Advisor magazine selected Joe as one of the 30 most prominent leaders in and around the planning profession over the last three decades.