Joe is responsible for developing and executing WFG’s strategic road map towards achieving business growth, innovation and operations excellence. In his role as Chief Operating Officer, Joe provides years of management experience in key areas including marketing, public relations, business development, human resources, training and education, client service, operational performance, metrics, strategic initiatives and partnerships. Given his human resources experience, he is a strong advocate for proactive retirement savings planning. Joe believes that getting employees more engaged in retirement savings can be accomplished through ongoing communication and education programs, as well as by providing key resources and technology tools for retirement planning.
Joe lives in Gaithersburg, MD with his wife Charlotte. They have four children. Joe’s hobbies include reading business books as well as working on weekends and vacations.