Joe is a proud graduate of Tulane University, where he earned a Bachelor of Science in Management with concentrations in Finance and Legal Studies. Before attending Tulane, he played Division I baseball at the University of Toledo. His experience as a collegiate athlete instilled the importance of discipline, accountability, strategic thinking, and teamwork—principles that continue to shape his approach to serving clients today.
Growing up, Joe developed a deep appreciation for the meaningful work his father has done helping clients pursue their financial goals and navigate important life decisions. He is honored to continue that tradition and work alongside his father, building on a legacy of dedicated client service spanning more than 37 years. Joe is passionate about helping individuals and families gain confidence in their financial future through personalized planning, objective guidance, and long-term relationships.
Outside of the office, Joe enjoys golfing, working out, and exploring new restaurants and cuisines throughout the Chicago area.
Credentials & Professional Recognition
- 2024 Great Lakes Branch A-Class Advisor of the Year
- 2025 Centurian Producer
- Credentialed Holistic Financial Coach, Columbia University Coaching Center of Excellence
- FINRA Series 7 Registered Representative
- Licensed Life, Accident & Health Insurance Agent
- Bachelor of Science in Management, Finance & Legal Studies, Tulane University