For me, retirement planning is like solving a puzzle. I take immense satisfaction in helping people put together the pieces of their financial picture. My interest in finance was sparked by my older cousin who traveled the world in the finance business. I was drawn to the allure of the global stage and soon found my niche in "Markets" rather than corporate finance. My early exposure to investing came from my uncle, who taught me the value of collectibles with baseball cards.
I hail from Winthrop, MA, a seaside peninsula northeast of Boston, and the hometown of Olympic gold medal-winning Hockey Captain Mike Eruzione. My fondest memories are of the strong sense of small-town pride we have in our children and high school sports teams. As a child, I couldn't wait to don the blue and gold and become a Viking myself.
My family is my driving force. My wife, Donna, and our children, Adrianna, Franco, Tommaso, and Joey Jr., are my daily motivation. They inspire me to work hard, love what I do, and demonstrate that dedication pays off.
When I'm not solving financial puzzles, you can find me socializing with family and friends, coaching football, basketball, and lacrosse, playing golf, or vacationing with my kids. Life is a beautiful game, and I'm here to play it to the fullest.