ÂÜŔňÂŇÂ×

Joe is a Senior Wealth Advisor and a Principal of The Colony Group. He guides corporate executives and high net worth individuals and families through the creation and implementation of long-term wealth management plans. As a CERTIFIED FINANCIAL PLANNER™ professional, Joe uses his experience in financial, investment, and tax planning to provide comprehensive wealth management and investment advisory services that are customized to meet each client’s needs. He is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.

Before joining the firm, Joe was a Senior Financial Planner at The Ayco Company, where he provided financial and investment planning services to corporate executives. He began his career as a Financial Advisor for Ameriprise Financial.

Joe earned a Bachelor of Arts from Brandeis University. In his free time, he enjoys hiking and skiing.