Having spent 20 years working with nonprofits of different shapes and sizes in Chicago and Atlanta, Joseph is driven by a passion for seeing people from all walks of life overcome barriers and find happiness. His experience leading nonprofits gave him a vast range of opportunities to work with people from all walks of life, which he now brings to bear as a Financial Advisor.
In 2017, Joe joined his father, Jack's practice to help build on a legacy of commitment to helping everyday people realize their hopes and dreams for financial stability. In his role, Joe provides comprehensive financial planning, investment management, securities and insurance solutions.
Joe has a BA from Spring Arbor University (1998) a Master's degree in Social Work from the University of Michigan (2001) and the following credentials:
- FINRA Series 7 and 66 licensed
- Securities licensed in the States of Arizona, California, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, North Carolina, Ohio, Oregon, Pennsylvania, Texas and Washington
- Life, Health and Variable licenses
- Accredited Investment Fiduciary® (AIF®) Designation