Joe is one of the founders and principals of Medallion Insurance Services who established the agency in 2003.
He graduated from New York University in 1995 and started his financial services/insurance career with New York Life Investment Management in 1996. He moved to the Charlotte area in 2000 after being promoted to VP of Sales for the North and South Carolina territory.
In the beginning of 2003 his entrepreneurial spirit kicked in when he noticed the opportunities that the insurance industry could provide and the need for a fresh way to provide insurance services to the public. With the help of his partners, Medallion Insurance Services was born in Historic Downtown Waxhaw.