Joe Kochenour

Joe has been a dedicated professional in the financial services industry for over 15 years. Shortly after earning his degree in Business Administration from West Chester University, he was introduced to the world of finance, where he quickly developed a passion for helping clients achieve their financial goals.

Throughout his career, Joe has built lasting relationships by prioritizing a deep understanding of each client’s financial objectives. He specializes in creating well-diversified strategies tailored to individual needs, ensuring clients are fully engaged in the wealth-building and preservation process. His expertise extends to small business planning and estate planning, helping clients safeguard their wealth for future generations.

Outside of work, Joe and his wife, Kristy, stay busy raising their three children—Aidan, Madden, and Addison. As a family, they enjoy spending time at the beach and actively participating in local sports organizations.