Meet the Team
Our team approach is one that focuses on the clients and their experience. People are tired of calling offices and having to deal with automation, AI and having to explain yourself everytime you call. Having the personal touch and dealing with someone that knows YOU is what clients are looking for. We are here to understand you and the needs of your family.
We look forward to getting to know you and servicing you.
Joe Ferrer FSS, LUTCF, RICP
Series: 6, 63, 65
Financial Advisor
Joe is a former linebacker and graduate from the University of Notre Dame Joe Ferrer has been in the financial services industry over 22 years assisting individuals, families and business owners on growing, protecting and spending their wealth. Joe is also an author of the best selling books Mailbox Money and Journey to the 5th. When Joe is not working with clients he is spending time running the Mailbox Money community foundation which is one of the largest random acts of kindness organizations in the country. Joe is a family man with a lovely wife and 4 amazing children.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Lydia Bens
Director of Operations
I have enjoyed working alongside Joe for over 10 years and love the direction the firm is headed. I love providing exceptional service because I know when people make these important financial decisions, they want to be supported beyond the initial recommendation. We hold our clients' hands throughout the process and make sure they get the exact service that they would be looking for. I workout five days a week and I am happily married with have 2 fur babies that keep me on my toes.
Janay Jones
Client service specialist
Juliet Serrano
Research Coordinator
