With over 51 years of official industry experience (as well as a lifetime of knowledge acquired from being the son of a John Hancock District Manager,) Joe is the business’s elder statesman. By providing necessary wisdom and a steady, guiding influence, he has helped position Generation III Solutions as one of the premier firms within the Advisor Group Network.
He has served in the financial services field as an Agent/Registered Representative, a Sales Manager, a Regional Supervisor, a National Wholesaler, and a Managing Director/General Agent before returning, full circle, to his roots as a Facilitator.
A graduate of Villanova University, Joe has a Bachelor of Arts in Social Science. He has earned his Chartered Life Underwriter and Chartered Financial Consultant designations from The American College and is Certified in Long Term Care by the Corporation for Long Term Care.
A resident of Yardley, PA for almost four decades, Joe lives with his wife, Josephine, and spends his free time playing golf and spoiling his grandchildren. An active and involved member at Spring Mill Country Club in Ivyland, PA and Hidden Creek Club in Egg Harbor Township, NJ, he also volunteers his time for several charitable organizations, including the Samuel Staten Charitable Trust and the First Tee of Philadelphia.