Our Financial Professionals
Born in Brooklyn, New York, Joe made the move to South Florida in 1984. His move was the result of his transfer with Eastern Airlines, where he enjoyed 11 years of service. He worked for Eastern at both the management and union levels. Prior to joining Eastern, Joe studied business at Bernard Baruch College in Manhattan.
Following his time in the airline industry, Joe put the skills and experience he gained there into a career in the insurance field in 1989. Since then, he has focused on helping clients with long-term care planning, fixed annuities, life insurance and Medicare supplements. Today, he holds a Certification in Long-Term Care (CLTC) and is a designated professional of the American Association of Long-Term Care Insurance.
For eight years, Joe owned an agency with offices in Boca Raton and Fort Myers, with a number of agent associates under his management. In 2002, he consolidated his business with the Fort Myers location.
“Joining the Grace team is a true privilege,” Joe said. “The team of specialists in insurance, taxation and law work together in a happy, professional atmosphere. Everyone likes to sleep well at night, including clients and financial professionals. Grace Advisory Group affords all of us that luxury!”
Joe’s primary focus is always the well-being and interests of his clients. He works with each client to make sure the plans they put together best meet that individual’s needs.
Joe is devoted to his wife, two daughters, his community and his church. He is a former member of the Rotary Club of South Fort Myers and is vice president of his church’s St. Vincent de Paul Society.
In his spare time, Joe enjoys playing basketball, tennis, exercising and snow skiing. He and his Florida-born wife and daughters always look forward to their annual trip out west.
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