As a Managing Consultant for OneDigital, Joe leads a team of consultants and retirement plan analysts focused on helping plan fiduciaries operate their retirement plans with maximum efficiency and producing superior outcomes. He has particular expertise in plan design, administration, M&A transactions and plan sponsors especially value Joe for his responsiveness and problem-solving skills. Because of Joe’s dedication to his clients and demonstrated excellence, he has been recognized as NAPA Top Retirement Plan Adviser Under 40 and Employee Benefit Adviser Magazine Rising Star'19. Joe has a BA from Colgate University.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.