Joseph Spano, Sr. 

Joe entered the Insurance business and Financial Services industry in 1983 with Equitable Life assurance Society as an agent and becoming a Financial Advisor in 1984. Joe has always had a deep commitment to his community and a desire to positively impact the clients he serves. With over 39 years of experience, he is well qualified in all aspects of retirement planning, including 23 years of hospital and educational retirement plans. He has led 3 companies as the top producer in the world namely CitiStreet, MetLife, and AIG Retirement out of over 65,000 advisors. He has won numerous industry awards in his career. Joe has qualified for the prestigious Million Dollar Round Table 21 times, with 10 Court of the Table qualifications, and is the first, and only 3-time “Top of the Table” Million Dollar Round Table in the State of West Virginia, the highest achievement in the industry for both production and ethics.

Joe was the President and Founder of Consolidated Wealth Management before merging with Potter & Spano Financial Group in 2018. He is now an Investment Advisor with Freedom Financial Advisors and serves as the Executive Vice President for Investment Management. He is also a certified Federal Retirement Consultant with Freedom Federal Educators where he specializes in retirement, financial and investment consulting for federal employees, estate planning. tax advantage planning, Income replacement planning and life insurance. He also works in Medicare, Social Security analysis and Medicare Advantage consulting.