President / CEO
Joe is currently a Wealth Management advisor with LPL Financial, where he actively provides retirement planning, investment advice and Business strategies to a wide array of clientele. Joe graduated from Illinois State University in 1996 with a degree in International Business and Finance.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
As an advisor, Joe’s mission is to get to know and understand your needs, wants and long term goals. Joe works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.
Helping people, whether it’s planning for retirement or college expenses, is truly Joe’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.
Since 2010, Joe has been recognized as a top financial advisor and named to the LPL Financial Chairman’s Club. This distinction is based on annual production of all registered advisors supported by LPL Financial, the nation’s largest independent broker-dealer. "As reported by Financial Planning magazine, June 1996-2015", based on total revenue. Members of the Chairman’s Club are among the premier financial advisors in our industry.
FINRA Series 6, 7, 63, 66
Securities registrations through LPL Financial