Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Education

  • BS, Accounting - Indiana-Purdue University, Fort Wayne

Awards & recognition

  • Reimbold & Miller, Forbes Best-in-State Wealth Management Teams, 2023-2026

Community participation

Interests

Joe enjoys spending quality time with his family and can often be found in the fall attending his youngest child Deveraux’s tennis matches. He has a strong interest in architectural design, particularly in creating architectural drawings and developing custom home plans. In his free time, he spends time researching and evaluating investment opportunities across both corporate ventures and real estate. Additionally, Joe enjoys spending time outdoors, with a particular fondness for hiking in the Nevada region

My photos

1 albums
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