Universal Healthcare | Universal Wealth Management
UWM Administrative Assistant | Independent Life and Health Insurance Broker
Medicare / Social Security Insurance Specialist
An experienced insurance specialist, Joe focuses on Social Security benefits, Medicare, Medicaid Planning, Individual Life and Health Insurance Planning, long-term care insurance, as well as Small and Large Group Business Insurance Planning.
Joe provides responsive client-focused representation of core insurance products, life insurance, Medicare products and annuities. He achieves short and long range client objectives by merging insurance knowledge and relationship knowledge and communication skills to provide the best possible recommendation for his clients..
A graduate of Bryant University where he earned a Bachelor of Science degree in management, Joe analyzes financial and personal data to support strategic insurance planning and recommendations. He represents a suite of insurance products for a variety of clients and is successful in finding the proper life, health and long-term care insurance contracts to support each individual’s needs. Joe is an expert in analyzing life and long-term care policies in an effort to create security for his clients when the unexpected may occur.
A former ice hockey coach, Joe served as the assistant at St. Mary Academy Bay View. Under Joe’s guidance, BV won three state championships and was the state runner-ups four times.
An accomplished triathlete, Joe has successfully completed the Mont-Tremblant Ironman and Ironman 70.3 Providence.
Joe resides in Cumberland, RI with his two children, Sophie and Evan.