Joe Frigolette

About Joe Frigolette

I believe we are called to steward our lives, our families, and our resources wisely, and to live in a way that leaves no regrets.I help business owners and families make sound decisions about what matters most. So they can live with clarity, stability, and confidence.My professional foundation is in executive consulting: working with leaders and organizations navigating growth, complexity, and high-stakes decisions. That experience revealed a consistent pattern: as success grows, so does exposure. Many accomplished individuals build meaningful lives and businesses, yet the foundation supporting them is often not aligned with the risks they actually carry.Strong ambition requires the right systems, structures, and strategies to support it.Today, my work focuses on strengthening the stability and continuity of what clients have built. This includes evaluating income dependency, financial obligations, long-term responsibilities, and the security of the people and priorities that matter most.My approach is grounded in structured analysis and practical implementation. Every engagement begins with understanding how a client’s life is truly organized, then designing solutions that support stability today and resilience over time.I typically work with:• Business owners responsible for employees, partners, or family income• Families with significant financial commitments or long-term responsibilities• Individuals who want clarity and structure around critical decisions• Professionals seeking coordinated implementation alongside their advisory teamI bring a big-picture consulting mindset to every client relationship: applying clear frameworks, thoughtful evaluation, and decisions made with long-term consequences in view.Because what you build deserves to stand on a stable foundation.

Experience

1. Strategic Advisor

   Pinnacle Life Group

   Jan 2026 — Present · US

   Evaluate financial exposure, income dependency, and long-term obligations to support informed protection planning decisions• Design and implement insurance solutions aligned with each client’s broader financial structure and household priorities• Guide clients through underwriting, carrier selection, and policy design to ensure appropriate fit and long-term sustainability• Provide ongoing review and strategic adjustments as life circumstances, responsibilities, and goals evolve*Licensed and Insured

Education

• University at Albany

  Master of Business Administration (MBA), Human Resource Information Systems

• University at Albany

  Bachelor of Science (BS), Business Administration and Management

Skills

• Sales Operations
• Customer Service
• Training
• Sales
• Software as a Service (Saas)
• Forecasting
• Negotiation
• Coaching
• Communication
• Public Speaking
• Analytical Skills
• Powerpoint
• Marketing
• Marketing Strategy
• Direct Sales
• Team Motivation
• Event Planning
• Interviews
• Time Management
• Advertising
• Leadership
• Sales Presentations
• Human Resources Information Systems (Hris)
• Social Networking
• Consulting
• Analysis
• Sales Process
• Teamwork
• Workday
• Recruiting
• Social Media
• Team Leadership
• Business Planning
• Sales Management
• Management
• Team Building
• Collaborative Problem Solving
• Human Resources
• Creativity Skills