With over 25 years of experience in the financial services industry, Joe serves as the trusted family advisor for his clients by helping them make important decisions regarding their future financial and life goals.
Before joining Hudson Financial Advisors, Joe worked at Beacon Financial Partners where he assisted his clients by developing and implementing comprehensive and flexible financial plans. As time passed, he helped create and implement new strategies to reflect their changing goals and circumstances. Prior to Beacon Financial Partners, he was a Wealth Strategist at Hawthorn, PNC Family Wealth providing tax and financial planning advice to corporate executives and multi-generational families. Joe also worked in the trust tax group within National City Bank, now PNC, N.A. where he was a member of the charitable and endowment group. He started his career in public accounting where his responsibilities included income tax planning and compliance.
While active in several charitable organizations, Joe serves on the Board of Directors of the DDC Clinic, Center for Special Needs Children and Northern Ohio Charitable Gift Planners. He previously served as treasurer for both organizations.
Joe is a member of the Financial Planning Association, Ohio Society of Certified Public Accountants, American Institute of Certified Public Accountants, and Northern Ohio Charitable Gift Planners.
He earned a Bachelor of Science in Business Administration in Accounting from John Carroll University and a Master of Taxation from The University of Akron. Joe is a Certified Public Accountant with the Personal Financial Specialist (PFS) designation as well as a Certified Financial Planner™.
Joe and his wife, Lissa, live in Lyndhurst with their two sons, Anthony and Sammy. They enjoy outdoor activities and supporting Cleveland sports.