Joe Lukowski

Managing Partner

Joe started in the industry as a financial representative with Prudential in 1991. Joe then joined the National Association of Securities Dealers, currently known as FINRA, as a Securities Examiner.  Joe furthered his career moving to Dreher and Associates which eventually merged with another firm to form Waterstone Financial Group in 2002, where he was the Senior Vice President and Chief Compliance Officer responsible for over 600 advisors.  In 2009, Joe and Anna partnered to start Advisor Services Group, an independent OSJ Office where they continue to support an experienced group of advisors.