Principal Owner/Financial Advisor
As a financial advisor, Joe is responsible for the financial and investment advice of individual and business clients primarily in Maine, New Hampshire, and Massachusetts.
Joe began his career in 2004 working for a wealth management firm in Bangor, Maine, and now opened his own practice, Banyan Financial Services, in Wells, Maine. His responsibilities include working with individuals, families, and small business clients. He helps meet the needs of his clients by providing financial planning solutions that included retirement planning, investment advice, insurance strategies, and risk management.
Joe is a 2002 magna cum Laude graduate of Husson College holding a degree in business management. He is fully registered to sell securities, holding his Series 7 and 66 registrations through Commonwealth Financial Network®, as well as his life and health insurance licenses. He believes that financial advice should be provided to help you achieve your lifetime goals and to secure your future.
Joe is an avid amateur golfer and has competed locally, regionally, and nationally in tournaments. The highlight of Joe's golf career to this point has been qualifying to compete in 7 USGA events across the country, with the greatest achievement having competed in the U.S. Amateur in 2003 at Oakmont Country Club. Although golf is his entertainment passion and financial planning is his career passion, his personal passion is his children, Jasmine and Joey.