Designations and Licenses

Joe is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Joe works with clients to provide personalized wealth management solutions to help them reach their goals. He helps clients with financial planning, tax planning, investing, reporting and a variety of projects.

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.