Joe graduated from DePaul University in Chicago, Ill. with a Bachelor’s degree in Commerce. He currently holds Series 7, Series 63, and Series 65 securities registrations, as well as the Certified Wealth Strategist (CWS®) professional and Certified Financial Planner (CFP®) designations.
After spending time working at the Chicago Board of Trade, Joe found his passions lie in long-term investing and financial planning. He first took an interest in learning about investments and planning for the future, and then started helping friends, then relatives, then co-workers. Before long, he’d made an entire career shift.
“I realized there are many small steps you can take now that will be of significant benefit to you down the road, and I enjoy helping clients work towards their goals.”
In his spare time, Joe enjoys travel, golf, and water sports, particularly visiting family in Lake Maxinkuckee in Culver, Ind. He has volunteered regularly in the past at Hook-a-Kid and participates in several young professionals organizations.