Experience and Education

Joe focuses on new business development. He works with individuals, families, businesses and foundations to understand their specific needs and introduce them to a wealth planning team that can help them achieve their financial objectives.

Joe has more than eight years of industry experience. Prior to joining the firm, he worked as a trade review principal at VSR Financial Services where he monitored the suitability of new client accounts and advisor trade blotters. Prior to joining VSR, he worked for Waddell & Reed.

Joe has a bachelor’s degree in finance from the University of Kansas.