RETIREMENT PLAN ASSOCIATE
Joe’s work with HFM’s 401(k) clients is driven by his desire to make a positive impact and provide value-added service for plan sponsors and their employees. He is dedicated to going above and beyond for clients, whether he’s assisting employers with day-to-day 401(k) plan operations and administration, creating annual plan reports, or answering employees’ questions about investments and rollovers.
Joe started at HFM as a summer intern, then joined the firm full time in 2021. HFM’s warm and welcoming atmosphere reminded him of his own family—he’s the youngest of four siblings—so he knew he’d landed in the right place. Joe was also excited by the spirit of camaraderie among the staff, along with their integrity and strong work ethic.
Joe graduated from Rowan University with a bachelor’s degree in Finance. He holds a Series 65 license.
In his spare time, he enjoys staying active and getting outdoors. Some of his favorite hobbies include weightlifting, pickleball, videography, and surfing.
Fun fact: Joe loves to travel, because it gives him the opportunity to meet people from all over the world, hear their fascinating stories, and experience other cultures.