For over two decades Joe has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Joe has dedicated his career to delivering the personalized financial planning services his clients deserve.

Joe began his career as a Financial Advisor with Edward Jones Investments where he developed his fundamental investment knowledge. Joe earned his CFP® certification by completing the College for Financial Planning curriculum, passing a rigorous examination and meeting stringent experience requirements.