Joe serves as a Partner and Private Wealth Manager, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. Joe’s comprehensive techniques can create effective wealth management strategies in the areas of retirement income planning, investment management, estate planning, business succession planning, corporate stock option planning and tax minimization investment strategies. Joe will work with you personally to understand your needs and provide you with a customized plan to achieve your goals.
Prior to joining Creative Planning, Joe worked for a major national financial services company for over a decade. While spending most of his career as a Regional Planning Consultant, Joe’s main responsibilities required him to coach representatives in proper financial planning techniques as well as assist them with their client appointments when highly complex topic matter was to be discussed.
Joe received a Bachelor’s degree from The University of Michigan, with concentrations in Management, Political Science and Psychology. In addition, Joe earned the Chartered Retirement Planning Counselor designation CRPC® from the College for Financial Planning and holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards.
Joe and his wife Amanda have two children – Gabriel and Bianca. In his spare time, Joe enjoys taking his family camping, playing the drums and assistant coaching his son’s hockey team.
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