Joseph J. Oakes, III CLU®, ChFC®


Joe has been in the insurance and financial services arena for over 45 years. His varied experience includes involvement in almost all phases of the industry. A member of AALU, he is a Life and qualifying member of Million Dollar Round Table and the John Hancock President's Cabinet. He led Profesco Corporation as President from 1972 until 1985 when he founded Acorn Financial Services.

In addition to serving as the Founder and Chairman of Acorn Financial Services, he was also formerly a founding Board Member of Carnegie Bank.

Joe is a graduate of St. Joseph's University in Philadelphia, PA and a former Board of Trustees member of the University. He holds a certificate for completing the Harvard University Advanced Management Program and has received numerous industry and civic awards. In addition, he serves as Chairman-Emeritus of the Board of Trustees for the Scholarship Fund for Inner-City Children for the Archdiocese of Newark.  He was formerly on the Board of Trustees at Baltusrol Golf Club and Investors Savings Bank and supports other charitable organizations and programs in the Summit area.    

Joe and his wife, Lynne, have been married for over 50 years and live in Summit, NJ. They have four married children with 15 grandchildren.