Expertise

Wealth planning and trust services

Experience

Joe has over 14 years of experience guiding the wealth management decision making process of high-net-worth clients and families. Joe has a passion for multi-generational wealth planning, caregiver support and investor education.

Education

BA, Loyola University – Chicago

CERTIFIED FINANCIAL PLANNER® (CFP®) certification

Professional / Civic Affiliations

Kansas City Estate Planning Society, Member

Boy Scouts of America, Eagle Scout

HappyBottoms, Ambassador Chairman, 2013-2014