During his 25 years of experience in the insurance industry, Joe has held various advisory and leadership roles, contributing significantly to both Prudential and M Financial Group before joining the Long Road Risk Management team at Valmark. A graduate of the University of Florida, he also holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations.

As Sr. Managing Director at Long Road, Joe collaborates closely with firms and advisors to craft exceptional experiences for their clients. His aim is to lead a consultative process that deepens client relationships by guiding the discovery, development, presentation, implementation, and management of insurance solutions.

Joe and his wife, Chelsea, reside in Gainesville, Florida, with their dog, Wrigley, and their two sons, Carter and Jackson, who currently attend the University of Florida. When not traveling around the country or abroad, they enjoy the rich music, art, academic, and sports culture of their college town.

Long Road Risk Management Services, LLC

130 Springside Drive
Suite 120
Akron, OH 44333
(330) 576-1221

Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Akron, Ohio 44333-2431* 1-800-765-5201. Long Road Risk Management Services, LLC is an affiliate of Valmark Securities, Inc.

Customer Relationship Summary (CRS)