In my time with E*TRADE I had the pleasure of working with Joe. In sales, we have a saying that clients don't care until they know you do. Joe has a kind heart and soul and will give you everything he's got. He deeply cared about his clients as a Financial Advisor and I'm sure that aspect will continue to shine in whatever endeavors he chooses to take. Joe is also a great listener and will take the time to thoroughly understand your concerns, thoughtfully reflect on the solutions and prepare a detailed plan of action. I wholeheartedly recommend Joe as a coach. At the base of being a good coach is being a good human being, and that he already is.

Robert H - E*TRADE/Morgan Stanley

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