Joseph F. Shiman III, CFP®
Vice President

After beginning his career with The Travelers Corporation and Citigroup, Joe has spent the past 20 years in the investment and financial services industry. He helps both individuals and business owners alike build portfolios and manage long-term assets for success. He is an active listener and enjoys working with clients who are engaged in the planning process. He encourages all family members and decision-makers to join him for meetings and welcomes all questions.

Joe is Certified Financial Planner (CFP®), CT state licensed for Life and Health Insurance, and is Series 6, 7, 65, 63, and 24 registered. He is a member of the Simsbury Chamber of Commerce, sits on the Hospice Fund Raising Committee for McLean Care, is a long-time member of the Avon/Simsbury Chamber job-shadow program for local high schools, and is a soccer and baseball coach.

He and his wife, Jen, have 3 children and are active members of their community in Simsbury. For his enjoyment, Joe loves trying to beat his yearly time in the Manchester Road Race, playing paddle tennis and golf, and splitting wood—which he finds is good for the soul.

How to connect with

Joseph Shiman

Direct: (860) 751-3861
Appointment: I’d like to get on Joe’s calendar