Registered Representative & Investment Adviser Representative
ASSISTANT: Heidi Luchs-- email@example.com
Joe is a Registered Representative with J.W. Cole Financial, Inc. and an Investment Advisor Representative with J.W. Cole Advisors. He helps individuals, businesses, and organizations develop a comprehensive financial roadmap. He uses a client centric approach to develop targeted strategies.
Joe joined Diversified Asset Planners, INC. as an independent financial professional in 2009. Diversified Asset Planners has been serving the needs of clients since 1987.
Joe holds FINRA series 7, 63, and 65 licenses as well as life, health, accident, disability, and long term care insurance. He is able to provide comprehensive insurance and investment solutions to help meet various needs from retirement to legacy planning.
Prior to joining Diversified Asset Planners, INC. in 2009, Joe brings more than 15 years of global finance experience in various roles including financial analysis, planning, mergers & acquisitions, budgeting, and leadership. This experience enables him to understand the business drivers and potential impact to his clients.
Joe earned a Bachelor of Science Degree in Finance and Economics (minor) with honors from Penn State University in 1994. He was a member of the varsity baseball team and was also a member of multiple honors societies. Furthermore, he earned a Master of Science Degree in Business Administration from Bucknell University in 1999 with a Finance concentration.
Outside of helping his clients, Joe is equally passionate about spending time with his wife of 20 years and their two daughters. He enjoys spending time outdoors and is an avid cyclist. He participates in charitable events to help raise money for Multiple Sclerosis, Type 1 Diabetes, and other non-profit organizations.