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Senior Relationship Manager
With over 15 years of experience in the Defined Contribution space, Joe is a seasoned Senior Relationship Manager at Twelve Points Retirement Advisors. Throughout his career, Joe has specialized in consulting with plan sponsors to enhance the effectiveness of their retirement plans, guiding them through every stage of the plan lifecycle—from initial setup and plan design to investment selection and ongoing administration.
Joe has worked with some of the top retirement teams in New England, earning a reputation for his commitment to providing exceptional service and advocating for his clients’ long-term success. His approach is grounded in building strong, lasting relationships and delivering customized solutions that meet the unique needs of each client.
Outside of the office, Joe enjoys spending time with his family, exploring New England’s scenic hiking trails, and passionately supporting all Boston sports teams. He holds the Certified Plan Fiduciary Advisor (CPFA) and Accredited Investment Fiduciary (AIF) designations and is excited to continue making an impact as part of the Twelve Points Retirement Advisors team.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.