Joe Finelli

Each individual client’s portfolio is customized to their unique needs and tastes. I believe that personality and behavior are a large part of personal finance and I design our portfolios to match the person. My approach utilizes individual stocks and bonds in a format that employs a focus on concentrated positions. In large part, this is driven by the belief that understanding your portfolio makes you a better investor. In other words, if you know and understand the companies you are invested in, you are more likely to make better investment decisions. As Mr. Buffett has said, “Risk comes from not knowing what you’re doing.”

The majority of my method is based on a long-term strategic buying approach, which is complemented with tactical trading. By following this investment process, I strive to take advantage of both long-term trends as well as common market swings - Investing in out of favor sectors, and realizing gains in areas that have been extended. This is designed for us to use market volatility to our advantage and benefit. I systematically review accounts and make rebalancing adjustments as needed. Investment decisions come with many variables to consider. My customized practice allows us to consider the merits of each individual situation rather than making decisions on a one-size-fits-all basis.

Much as you would not prepare for the seasonal changes without a plan, I believe that you should not run your financial life without a clear idea of your strategy for achieving your goals. I develop financial plans for my clients that focus on short, medium and long term wants and needs. The next step is creating a road map for achieving these goals. Life changes every day and as such, these are living and breathing plans that adapt as circumstances change. I want you to reach your goals and am committed to helping you do so on a regular basis.

Markets will go up and down, and we cannot allow these fluctuations to distract us from focusing on what we can control. I communicate with my clients regularly via phone and email, as well as holding an annual Strategy and Tactical meeting where we discuss progress and keep clients on track towards meeting their individual goals. This includes reviewing all aspects of a client’s financial life and coordinating with other important professionals in their life such as CPAs and Attorneys.

There is a wide array of plans you can make use of for the benefit of you and your employees. Is a 401(k) right for your business? I help simplify the process of selecting the right plan for your business, using real data to show the pros and cons of each option. With a comprehensive list of partners, I will guide you in finding the ones that fit your needs best. When it comes to implementation, my job is to meet with every employee to explain the plan and its benefits and get them enrolled. I also offer ongoing financial planning services for participants in the plan.

For businesses and organizations that invest in the markets, I offer both advisory and transactional services. You’ll have access to Morgan Stanley's expertise, market-leading research, and tax-planning services. We have years of experience that we’ll bring to bear for your organization. Our access to markets is second to none and we strive to provide reliable service and responsiveness. Let me help your business reach its goals.

Joe was born and raised in Eden Prairie, MN, where he developed a passion for personal financial management under the tutelage of his father and grandfather. He went on to attend Iowa State University for his bachelor’s degree in Finance & Management. Then moving into a career in corporate finance, Joe spent 6 years in Minneapolis with Ecolab, Inc. before moving to Omaha, NE to work for ConAgra.

Bringing his 10 years of corporate finance experience with him, Joe started his practice at Morgan Stanley and joined the Cibola Group in 2016. He has helped broaden the team’s portfolio management and financial planning capabilities. Joe works hard to develop an intimate understanding of his client’s needs and goals; priding himself on the ability to bring new ideas and a fresh perspective.

Joe lives in Omaha along with his wife, Amanda - an Omaha area native, their daughter Audrey, and son Jacob. Beyond spending time with family, Joe enjoys recreational hockey, cycling, and playing the drums. He is passionate about supporting and developing the Omaha community and spends a great deal of time with several organizations to that end, including the Omaha Conservatory of Music, Angel Guardians Inc., Omaha Venture Group, as well as various chamber and networking organizations.