RJFS Financial Advisor
Joe began his career as a Financial Advisor after earning his bachelor’s degree in business from Mount St. Joseph University in 2014. He works closely with families and business owners to help develop customized strategies related to financial planning and investments. Joe is a member of the firm’s Investment Committee and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification. He takes pride in helping individuals and families build financial security, and was humbled by the opportunity to be a part of the Carver Financial Team. Joe maintains a series 7 and 66 license, as well as a life, health and annuity insurance license. In his free time, Joe enjoys playing golf, cheering on Cleveland sports teams and spending quality time with friends and family.