Designations and Licenses

Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Portfolio Management Advisor^SM.

Experience and Education

As an associate wealth advisor, Joe supports a wealth advisory team by providing personalized financial solutions to help clients meet their needs and objectives. He also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.

Prior to joining Mariner, he was a wealth manager at Reed Financial Group. His past experience also includes serving as an underwriter at MetLife.

Joe has a bachelor’s degree from the University of Kansas and a master’s degree with a concentration in finance from Avila University.

Personal Interests

Joe enjoys golf, tennis, snowboarding, working on cars and playing the acoustic guitar. He is a fan of the Kansas City Chiefs and is the commissioner of the Mariner Fantasy Football League in Overland Park. Joe also loves traveling and intends to visit every state in the USA.