Joe joined Harber Group in November 2025 with a background in banking, financial services, and client support. He earned a Bachelor of Science in Business Management from Manchester University in 2011. After college, Joe spent five years working in the hospitality industry before beginning his career in banking and finance. Since then, he has gained experience working with clients, advisors, and financial professionals in banking, insurance, investment operations, and public finance.
Joe currently holds his FINRA Series 7, Series 63, Series 65 licenses with LPL Financial, along with Life, Accident, and Health Insurance licenses in Indiana, Michigan, and Ohio. He enjoys working directly with clients and helping make the financial planning process organized, clear, and comfortable.
Outside of work, Joe enjoys spending time outdoors with his wife and daughter. Whether they are getting outside, spending time with family, or enjoying a weekend together, family and time outdoors are a big part of his life.