Joe is the President of Quest Capital & Risk Management, Inc., which he founded in 1997. With more than 25 years in the financial services industry, Joe values the long-term relationships he has with his clients and is passionate about helping them build and maintain successful Investment and Income Strategies that align with their life goals. He prides himself on delivering an outstanding level of service for his clients and he enjoys leading an outstanding team of dedicated professionals who are passionate about coming to work each day and thrive on playing an important role in clients’ lives.
Joe has served as a Northeast Field Advisory Board Representative with AssetMark, a Fortune 500 company that helps independent financial advisors build strong businesses. He has been recognized as being in the top tier of adivsor relationships nationwide with AssetMark. In addition, he ranks among the top producing registered representatives at Cetera Advisors Network. He is an accomplished public speaker and has had the honor of leading over 100 educational workshops for a wide range of national organizations. Joe received his Bachelor of Arts degree from the State University of New York at Stony Brook, ChFC® designation from American College, and is an Accredited Investment Fiduciary, AIF®. He is proud to be part of the Ed Slott Elite Advisor Group*.
A dedicated community member, Joe has served as President of the Marty Lyons Foundation, an organization that fulfills the special wishes of terminally-ill children.
*Ed Slott's Advisory Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations, or advice.