Designations and Licenses

Joe holds life, health and variable life insurance licenses in Nebraska.

Experience and Education

Joe has more than 20 years of industry experience, working with clients to create wealth management plans that align with their individual financial circumstances and goals. Before joining Mariner, he was a wealth management advisor at the Teachers Insurance and Annuity Association of America. Prior to TIAA, he was a financial consultant at Charles Schwab.

He graduated Summa Cum Laude with a bachelor’s degree in economics and a minor in business administration at Western Kentucky University.

Personal Interests

Joe is a husband and a father of five children. He is involved in many school-related activities as well as extracurricular activities for his children and an active member of his church.