Financial Advisor, CFP®, CPA
Joseph has been affiliated with L&M since 2009 and is a Registered Representative with Securities America, Inc. He is also a Certified Financial Planner ™ (CFP®) professional, specializing in the creation and implementation of financial plans for our clients. With a background as a Certified Public Accountant (CPA), he also focuses on developing tax minimization strategies.
- Bachelor of Science in Accounting, Robert E. Cook Honors College at Indiana University of Pennsylvania, 2007
- Highest Graduating GPA – Accounting Department (May 2007)
Summa cum laude
What Inspires Me
Warren Buffett said “Someone is sitting in the shade today because someone planted a tree a long time ago.” I’m inspired by my grandfather’s vision for our clients and our business from the day he founded L&M in 1972. I’m inspired by my father’s leadership in imagining L&M as the last financial advisors our clients would ever need, and by his execution in providing a level of service that my Grandpa says he never imagined and still cannot believe. I’m inspired to continue the L&M legacy as a home for our client families and employees.
Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.