Joey started his career in the financial services 28 years ago. As a Wholesaler working for major Investment Firms such as Lord Abbett and Lincoln Financial Distributors, I worked with retail clients, Financial Advisors and Institutional Clients. Relocating to North Carolina in 1999, I was able to build my business from a start up territory to a multibillion business. Having participated in over 1000 client seminars, and institutional finals presentations. I have always been known for my ability to take difficult financial concepts and explain them in a clear concise manner. My goal has always been to bring “Wall Street to Main Street”.
My passion and conviction for my clients is a direct correlation to the family values instilled in me by my parents and extended family. Growing up in Northeastern Pennsylvania, my grandparents immigrated to the United States from Italy to work in the coal mines. At an early age, I was taught Faith, Family, and Work Ethic are the keys to life.
As a 1993 graduate of Lycoming College in Williamsport, Pa., I graduated Cum Laude with a Bachelor of Arts in Managerial Economics with a minor in Business Finance. Played NCAA Division III Football for the Lycoming Warriors. In 1990 played in the NCAA Division III National Championship on ESPN. Honored to be chosen as an Academic All-American Receiver and voted Captain of the Lycoming Warriors Football Team in 1993.
I live in Cornelius, NC with my wife Pam and children Nick and Ava.