Director of Investments
After many years working in the financial services industry, Joe has chosen to join the team at Lutz & Associates Wealth Strategists as Director of Investments, to help grow the practice and enhance the clients' experience. Our team aims to turn cash flow into net-worth and net-worth into cash flow.
Joe is a lifelong resident of the Rochester area, holds a Bachelor of Science in Corporate Finance and a Certificate in Accounting from St. John Fisher College and enjoys attending car shows and boating on the Finger Lakes.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).