Joe joined the team at IIS Financial as a Registered Client Service Associate. He is responsible for ensuring a smooth on-boarding process as well as servicing existing individual client accounts. Joe was formerly an intern with IIS during the summer of 2015 while completing his degree in Economics from St. Lawrence University. After college, Joe moved to Denver, Colorado for a full time position assisting retirement plan and IRA account holders at TIAA. More recently, he was employed with Personal Capital Advisors in a position which closely mirrored his responsibilities here. He currently holds his Series 7 and 63 securities registrations as well as his Maine Life Insurance license.
Although originally from Rhode Island, Joe spent his summers on Thompson Lake in Otisfield and now resides there permanently. He enjoys kayaking and sailing during the summertime and skiing at Sunday River when winter comes around.