Prior to joining the Wealth Enhancement Group as a financial advisor, Joseph held positions as a portfolio manager and advisor with the Levy Wealth Management Group and Lockwood Advisors. Joseph is dedicated to providing customized wealth management services to a wide range of clients. He specializes in asset allocation implementation and customization of plans for high-net-worth individuals.

Joseph and his wife, Jill, have three children, Evelyn, Layla and Theodore. They live in Ardmore, Pennsylvania.