Joe brings over 40 years of experience helping individuals and families pursue their financial goals. He takes great satisfaction in building relationships and understanding each client's unique needs and circumstances. Developing comprehensive financial and retirement plans, Joe takes a holistic approach to wealth and investment management. He joined Baird in 2009 and previously worked as a financial advisor with Smith Barney and Legg Mason. Joe started his career in public accounting as a CPA.
A native of Baltimore, Joe received a Bachelor of Science from the University of Maryland and is a CFP® professional. He and his wife reside in Hunt Valley and have three adult children.