For the past thirty years Joey has established a practice based on relationships and trust with his clients. The majority of his clients are families and small business owners. Historically his practice has been focused on risk management to provide a solid foundation and security for clients. Since then Joey has expanded his practice to help educate clients as they navigate towards retirement and provide support in tax and estate planning. Joey is actively working on getting his Certified Financial Planner designation to better serve his clients.
Joey’s active lifestyle often finds him golfing, fishing or spending time with his family during his spare time.