Designations and Licenses

Joe is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst Level III Candidate.

Experience and Education

Joe specializes in providing comprehensive wealth management and investment solutions for high-net-worth families. He has a background in finance and portfolio management and helps support wealth teams in delivering customized solutions.

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

Personal Interests

Joe enjoys playing golf, tennis and pickleball. He also volunteers for Junior Achievement of Greater Kansas City and Big Brothers Big Sisters of America.