Iʼm Joe.

My career began in 1990 with John Hancock, where I gained firsthand experience working with individuals and families around insurance and financial protection. Stepping into leadership roles, I went on to recruit, train, and equip hundreds of financial services professionals.

As I advanced in my career, I built and managed a broker-dealer branch office with full compliance responsibility. Those initial years gave me a deep, end-to-end understanding of the financial services industry—from client relationships to regulation, operations, and scale.

As compliance rules, regulations, and complexity increased, I returned to private practice and founded three distinct firms: an SEC-registered advisory firm, a business valuation consulting firm, and a mergers and acquisitions commercial real estate firm.

In private practice, I focused on helping business owners integrate their personal financial planning with their business financial planning and analysis (FP&A). As both a CFP® professional and CFA® Charterholder, I brought a unique perspective to this work, allowing me to provide comprehensive, strategic guidance across the full financial picture.

As my practice grew, financial advisors began seeking my guidance on how to manage and grow their own businesses more effectively. Recognizing the significant demand and the opportunity to make a meaningful impact within the industry, I decided to transition out of private practice and return to helping advisors.

“My objective was clear: to equip you with a competitive and sustainable edge in the industry.”

That vision led to the creation of the Strategically Aligned Asset Manager (SAAM™) model—designed to help advisors grow with confidence through investment management, practice support, and strategic alignment. Today, my work centers on empowering advisors to serve their clients at the highest level while building businesses that last.

Today, this work is carried out through the Synergy family of firms—a fully integrated ecosystem supporting investors, advisors, and business owners. Synergy reflects the same principles that have guided my career from the start: alignment, clarity, fiduciary responsibility, and long-term thinking.

• CFA – Chartered Financial Analyst
• CFP – Certified Financial Planner
• CLU – Chartered Life Underwriter
• ChFC – Chartered Financial Consultant
• MSFS – Master of Science in Financial Services
• CVA – Certified Valuation Analyst
• CM&AA – Certified Mergers & Acquisitions Advisor
• ABAR – Accredited in Business Appraisal Review
• CCIM – Certified Commercial Investment Member