Joseph is an advisor for Tompkins Wealth Advisors. He is responsible for building new client relationships and identifying the appropriate investment strategies to work towards their specific needs. He works closely with an internal team of financial planners and analysts to provide a variety of strategies focusing on wealth management, financial planning, and risk management.
Joe brings over nine years of experience in the financial services industry. Prior to joining Tompkins, he was a supervisor with Transamerica. He holds the FINRA 7 and 66 security registrations through LPL Financial,and a bachelor’s degree in finance from Florida State University.