Joe focuses on expanding Sentinel’s Retirement Plan Services with independent advisors, helping drive the firm’s continued growth in the marketplace. He defines and communicates Sentinel’s unique value proposition, builds and develops the sales team to broaden its reach, and strengthens the systems and processes needed to support scalable, sustainable expansion.
Prior to joining Sentinel, Joe held growth-focused roles in both the retirement and wealth management spaces, where he gained extensive experience leading strategic initiatives and building advisor relationships.
In his day to day, Joe appreciates being surrounded by thoughtful, driven colleagues who genuinely care about the impact of their work and the people they serve.
“Everyone you will ever meet knows something you don’t.”
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