Joe graduated from State University of New York Binghamton in 2014 with degrees in Economics and Mathematics. After serving 5 years as an associate at Pelkonen and Associates, a Private Wealth Advisory practice of Ameriprise Financial Inc., Joe became a founding financial advisor with Pelkonen and Associates in 2020. He and Allan have been together for 11 years going and strong. In addition to his investment advisory role, Joe tracks the progress of close to 100 financial plans for our clients and their families. In his free time Joe enjoys spending time with family, traveling, skiing, and taking his 4x4 on the beautiful Long Island beaches.