Joe has been serving his community in financial services since 1985. He is married to Sara, his wife of 30 years who supports Joe in his office. Together they have two sons J.R. and Brennan. J.R. is a 2012 graduate of Johns Hopkins University where he obtained bachelor degrees in Economics and Psychology. He works as a Dept Capital Markets Associate for Mizuho Securities in NYC. Brennan, a 2015 Berwick Academy graduate is obtaining his degrees in Chemical Engineering and Mathematics from Rose-Hulman Institute of Technology in Terre Haute, Indiana.
Joe and Sara have been residents of Kingston, NH since 1993. Joe is a history buff and a Beatles enthusiast. In his spare time he enjoys reading, watching baseball and traveling.
Joe is an East Longmeadow, Massachusetts High School Graduate and he obtained a Bachelor of Science in Accounting from Bentley University. He has received several industry awards and designations.
Holy Name Society
Knights of Columbus (Exeter NH 2179)
National Ethics Association
Phone numbers and information for the references furnished by request.
US Small Business Association: Office of the Inspector General 409 3rd St, SW Washington, DC 20416 (800) 827-5722 external website
Follow the steps below for checking on a business before you buy or contact the organizations listed on the left. Click here to learn more about how this industry is regulated.
1. Don’t pick a firm "out of a hat."
Finding a company on Google or Amazon is convenient. But it’s the equivalent of picking a name out of a hat. Better approach: Ask family, friends, and colleagues for referrals.
2. Follow the "paper trail."
If an online merchant fails to display contact info, proceed with caution.
3. Look for companies that follow "best practices."
Try to deal with companies that believe in doing business the right way. Narrow your search to those belonging to professional business associations that promote best-practice standards.
4. Tap the "wisdom of the crowd."
Understand that companies sometimes "game" review sites by giving incentives to their customers to write positive reviews or by having employees write them. Bottom line: treat reviews as an important "data point," but not the only measure by which to evaluate a company.
5. Inspect the work.
If you’re happy with what you’ve seen and heard, ask to see evidence of their work.
6. Put the firm under a microscope.
If you have any further doubts about the company—or if the purchase is very large—check with state consumer protection agencies or consider purchasing a background check on the business owners and/or principals.