You’ve invested substantial time and effort in creating a comfortable life for yourself and your family. As your wealth has grown, so has its complexity and the resources required to manage it. Working with a professional wealth advisor can help you identify solutions to feel more confident about your investment strategy and financial future. Thus allowing you to focus on the people, activities, and interest that bring meaning to your life.
As an experienced Financial Advisor, I believe the first step to a lifetime of financial freedom is mapping out all the aspects of your financial life and seeing how the pieces fit together. With a focus on comprehensive planning, I will work with you to articulate the most important goals for your success and how to achieve those goals, avoid pitfalls and prepare you for life’s challenges and opportunities.
Together we will develop trust, understanding, and create a wealth management plan that is custom tailored to your unique set of circumstances by getting to know what is most important to you. I will bring together the service and solutions to help you meet or exceed the financial freedom you have always envisioned.
Along with my team, I am here to serve as the primary point of contact for your financial life, provide insight, and answer any questions you may have pertaining to the capital markets. I will also work closely with your other trusted advisors such as your tax professionals, estate planning attorney and insurance provider, to ensure you have an efficient, coordinated wealth management strategy.
Joe has been recognized by Hour Detroit as a Five Start Wealth Manager since 2019.
After pursuing a career in hockey he earned a Bachelor’s Degree in Finance from Wayne State University. He holds FINRA series 7, 66, 31 securities registrations, Life, Health, Variable, and Long-Term Care insurance licenses. Joe is also a CERTIFIED FINANCIAL PLANNER ™.
Joe lives in Berkley, MI with his wife Stephanie and son Leo. Outside of work he enjoys spending time with his family, traveling, playing hockey, fishing, and golfing.
Services Include
- Wealth Management
- Financial Planning
- Retirement Planning
- Corporate Investment Solutions
- 401(k) Rollovers
- Endowments and FoundationsFootnote5
- Executive Financial Services
- Philanthropic Management
Securities Agent: OR, OH, NY, NJ, WV, MA, IA, DC, AZ, FL, CO, OK, NM, MN, MI, CT, TN, MO, NC, MD, IN, PA, NV, KS, ID, GA, AL, WA, SC, KY, AR, WI, ND, IL, DE, VI, VA, TX, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1472953