Joe serves as a Wealth Manager, helping clients develop, implement, evaluate and monitor their individually created financial plans that are unique to their needs and comfort level. Joe has extensive knowledge in investment research, retirement and non-retirement strategies, employer benefits, charitable giving, estate planning, tax planning, generational wealth transfer and risk management needs.
Joe has worked exclusively in the financial services industry for 15 years. Prior to joining Creative Planning, he worked at a national retirement provider as a Senior Wealth Advisor. Joe was responsible for partnering with local executives and their families in creating, updating, and monitoring their personal financial plans so they could have a trusted relationship with their finances which put more time back in their lives.
Joe graduated from the University of Missouri-Kansas City with a bachelor’s degree in Business and Administration and a master’s degree with a dual emphasis in Finance and Leadership. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and an ACCREDITED ASSET MANAGMENT SPECIALIST™ as designated by the College for Financial Planning.
Outside of financial planning, Joe serves on the Family Advisory Board at Children’s Mercy Hospital which enhances the experience for all children and professionals at the hospital.
At home, Joe’s family consists of his wife Cameo, daughter Morea and son Brecken. Life experiences as a family are most treasured and include traveling, swimming, sitting with nature and spending time with friends and family.