Joe DeLisi

For nearly 30 years, Joe has guided business owners through successful exit strategies and advised high-income professionals in medicine and executive leadership. Since 2006 he has been a sought-after keynote speaker at large financial advising events and conferences across the country. Clients appreciate not only his deep technical expertise but also the seasoned perspective he's gained navigating major market events such as Y2K and 9/11 as well as the Great Recession and the COVID-19 pandemic.