Joseph joined Jon’s wealth management practice in 2012 as a junior associate. He quickly found a niche building relationships with local CPAs on Long Island and in New York City to help source new clients and professional alliances to the firm. Joseph now manages the sales and onboarding of advisors and accountants into the Kuttin Consulting Group family and acts as a general coach in helping advisors work smarter with accountants and other professionals to help realize their business and personal goals.
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