Joe is committed to providing innovative financial solutions to a wide variety of clientele. He believes that every client situation is unique and requires one-on-one attention to create an effective plan for the generation, preservation, and distribution of client assets.

Joe earned a bachelor’s degree in political science and a master’s degree in business administration from the University of Notre Dame and holds FINRA Series 7, 24, 63, and 65 licenses. Joe is also licensed to sell life, health, and variable insurance products.

Joe and his wife, Mary, are the proud parents of four grown children, two of which are currently serving in the military. He previously served on his church’s parish council, previously active in the local Rotary, and is a member of the Investments & Wealth Institute®. Outside of work, Joe is an avid outdoorsman and can be found hunting, hiking, camping, boating, and fishing.