Joe started his career in financial services in 2005, just after graduating Oakland University with a bachelor’s degree. Like his partner, R.J. Koss, he attended De La Salle Collegiate High School, but it wasn’t until 2008 that the two decided to combine their passion for investing and form Pilot Financial Group of Raymond James. He later went on to earn the Wealth Management Specialist designation to help enhance his financial planning and investment management services. Joe works closely with families to help them identify and work toward their most meaningful goals. Every time a client achieves a goal, he feels rewarded, as well, because he was trusted to be a part of that client's financial journey.
Born in Clinton Township, Joe now lives in Oakland Township with his wife, Sandarella and their three children, Isabella, Dominic & Vincent. After graduating with a bachelor’s degree from Oakland University, he started with Raymond James as a financial advisor back in 2005. Since then, he has helped hundreds of families achieve their financial goals. Joe spends time educating others on the stock market, finance and investing, appearing as a guest speaker on WDIV Channel 4 and as a guest instructor at Romeo High School. He also enjoys spending time with his family, reading, watching movies with his children, working out and attending car shows.