Designations and Licenses

Joe is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Joe advises clients through all stages of their lives, providing wealth management solutions including investment management, estate planning, tax planning and retirement forecasting. She also works with corporate executives on advanced estate planning strategies to maximize equity compensation while managing risk and tax implications.

Prior to joining Mariner, Joe was an associate financial advisor at Greenwald Wealth Management. Before that, Joe served as an associate financial advisor at Schwarz Dygos Wheeler Investment Advisors.

Joe has a Bachelor of Arts degree in social studies from the University of Wisconsin-Eau Claire.

Personal Interests

Away from the office, Joe enjoys the outdoors, traveling, food and spending time with his family.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.