Joe’s passion for empowering others to identify and reach their financial goals is evident in the attention and care he gives his clients. He is committed to helping each client attain and enjoy financial freedom, and feels especially drawn to help families, pre-retirees, and business owners. He believes that financial success does not happen accidentally, but requires intentional strategizing that is customized to each client and an ongoing commitment to their goals.
Joe received his Bachelor of Science with an emphasis in finance and real estate from the University of Missouri, Columbia. During that time, he also owned and managed several residential investment properties. He went on to earn his master’s degree in educational ministries at Covenant Theological Seminary while working there as Director of Student Housing.
Growing up in West St. Louis County, Joe has continued to be active in numerous ministries and volunteer work through his local church. He lives in Maplewood with his wife, Rachel, and their three children, Jane, Corin and Teddy, and enjoys updating their 100-year-old home. In addition to being an avid reader, Joe is a sports fan and loves Cardinals baseball and Blues hockey.
Joe holds his Life, Accident, and Health Agent license, as well as his FINRA Series 7 and Series 66 registrations.
Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.