Joseph received the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards and graduated from Messiah College where he received a Bachelor of Science in Business Administration with a concentration in Finance. Before becoming a CFP®, Joseph earned his Financial Paraplanner Qualified Professional designation (FPQP™).

Joseph is known for his exceptional client service, tracking and follow up on client objectives and has over three years of experience working with pharmaceutical employees; assisting them with benefit elections.

Joseph his wife, Eliza, and black lab, Roan, live in Harleysville, Pennsylvania. Joseph enjoys bike riding, trail running and backpacking.