How Can I Help You?

Joey focuses on developing personalized plans, investment strategies, and risk management solutions designed to target his clients’ personal and professional goals and inspire confidence in their financial well-being. He has extensive knowledge regarding strategies for estate planning, retirement income, and tax-efficient investing, which allows him to create tailored plans to help guide clients through complex financial decisions with clarity and purpose. Using a client-centered approach, Joey strives to be a sounding board who listens, strategizes, and empowers individuals and families regarding any issue related to their financial lives.

What Makes Me Knowledgeable?

Before joining the team in 2024, Joey held financial consulting positions at Morgan Stanley and JP Morgan. He earned a bachelor’s degree specializing in finance from Walsh College, and he holds the Series 7 and 66 licenses held with LPL Financial.

Getting to Know Me

Outside the office, Joey is passionate about traveling, cooking, tennis and enjoying a round of golf on the weekends. He is also an active community volunteer, dedicating time to local charities and initiatives that promote giving back to those in need including the Catholic Charities of Chicago, The Chicago Food Depository & the Italian American Delegates.