Joe began his insurance career in 1988 with Aetna where he received extensive training in all facets of the industry including underwriting, claims & marketing. He worked as a career Life Insurance agent with MetLife from 1992-1995 before starting the Financial Service Department at Chittenden where he became a principal in 2003. He is well versed in Self Funded Plans, HRA’s HSA’s and Fully Insured plans. In addition to local businesses, Joe has worked on National accounts with multi state locations such as ACIRCA ORGANIC FOODS, SUMMIT CORPORTION OF AMERICA & ACCEL INTERNATIONAL HOLDINGS. Joe is also well versed in executive compensation packages which include deferred compensation plans and disability buy-out plans. He holds a LUTCF designation.
Joe is involved in many business & civic activities including as the past President of the Naugatuck YMCA Board of Directors, past Secretary of the New Haven chapter of National Association of Insurance & Financial Advisors, and currently serves as a Board member of United Way of Naugatuck & Beacon Falls and on the membership committee of The Country Club of Waterbury.