Our Team

Hi, my name’s Joe and I’m a partner and fiduciary financial planner at Strategic Alliance Wealth Planners. My journey in financial services started at a large financial institution where I designed and implemented planning strategies for their high net-worth clients. After experiencing the corporate side of the industry, I realized I could help better serve clients by starting my own practice. As an independent fiduciary financial planner, my goal is to create a thoughtful, transparent process that removes the stress finances can have on your life. I take great pride in creating well organized and reliable financial plans that allow you to get back to focusing on what’s important to you.

I graduated with a bachelor’s degree in entrepreneurship and organization leadership, as well as an MBA with a finance concentration from the University of South Florida. When I’m not in the office, you can find me at a Lightning, Bucs or Rays game, on the water or anywhere where live music is being played.