Joe’s passion is to help clients with estate planning and building wealth. He works with clients just beginning to build wealth all the way through retirement. His goal is to match your goals with whatever life stage you are in.
During the last 14 years Joe has worked with clients in the financial field to help them meet their goals. He considers his job to be more of an educator than a sales person. Over the years he has helped clients with beginning to invest, college planning, building wealth for retirement, insurance, and Medicare plans. Joe also represents Catholic United Financial. One of the best moves he has made in is career is to combine his love for helping clients reach their goals and his faith.
When not working Joe enjoys spending time with his wife Angie and his 2 daughters (Evelyn and Ava). Together we enjoy just getting outside to do any kind of activity. Joe also enjoys many hobbies such as woodworking, golfing, fishing and hunting. Joe also has a toy poodle named Major.
Education:Bachelor of Science in International Business, University of Wisconsin – Stout
Licenses: FINRA Series 7 General Securities Representative, NASAA Series 66 Uniformed Combined State Law MN, WI Licensed Insurance Agent in Life, Health, Variable Life and Variable Annuities