Mr. Sinclair attended Robert Morris University for Finance and Economics and has been in the Investment Industry for 8+ years. He also holds the Series 7, Series 63, and Series 65 Investment Adviser Representative registrations with the Financial Industry Regulatory Authority.
Joseph began his career working directly with the back office of Trustmont Financial Group, gaining extensive knowledge and networking skills in the industry. In 2013, Joseph and his partners, Peter Dochinez and Patty Eutsey, formed PWR Planners. The foundation of his practice is genuinely getting to know his clients and their families and then providing the best solutions to help accomplish their financial goals. Mr. Sinclair specializes in consultation for retirement and estate planning as well as helping to create successful strategies for the growth and preservation of his clients' overall wealth.
When not working, Joe enjoys spending time with his wife, Meghan, and their son, Lido. He likes shooting trap, golfing, playing darts, and traveling, as well as being an active member of his community.