Meet Joe


Whether you’re planning for retirement, in retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, Joe will work together with you to develop specific strategies to help you pursue your goals. Joe will work together throughout your life with your attorney, accountant and other trusted professionals to help ensure you are always on track as you work toward those goals. Throughout it all, Joe is dedicated to providing you with the level of service he provides his family members.

Joe’s journey to becoming a financial advisor began with his family. Before Joe and his wife, Wendy, got married, they were both incredibly passionate about making sure they were on a strong financial foundation with a plan to reach their goals. They planned on having kids and wanted to make sure they provided a stable financial environment. So, when Joe was fresh out of college and entering his career in information technology, he enlisted the help of a financial advisor.

After many years in IT, adding two sons to their family and having built the financial foundation he desired (thanks to the help of his family’s financial advisor), Joe realized he wanted to do something more meaningful. Along the way, he had the opportunity to help a family member retire with dignity. It was in those few one-on-one sessions that Joe realized he wanted to help people pursue their financial goals.

Joe is not only passionate about finances, but also serving in his community. He serves as vice president of the board of directors for The Launch Pad Teen Center (a local nonprofit), volunteers as a youth sports coach year-round, was a Big Brother for 12 years until his “little” turned 18 and is a member of Senior Connection here in the Quad Cities.


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