Joe is the Director of Client Engagement for the Mid-Atlantic region of HBK. In this role, he helps HBK to create and strengthen relationships with current clients, future clients, and professional partners. Joe has over 18 years of experience as a financial planner serving his clients. Additionally, he has six years of experience as a vice president for a technology company. This has given him a multifaceted perspective when it comes to helping clients, specifically in business settings. Joe is a problem solver and solutions finder working in a wholistic manner.