Joe graduated from Hope College, was a teacher for 4½ years, then transitioned to wealth management full time in 2002. As an Investment Adviser Representative Joe specializes in comprehensive wealth management and succession planning for business owners, individuals, families, retirees, and athletes using state of the art tools and technology. Joe also specializes in business consulting and corporate retirement plans. He is passionate in working with employers to help educate and drive plan participation.
Joe is a husband (18 years), father and knows the dynamics and the needs of a family in various stages of life. Joe enjoys spending time with family, traveling, coaching, athletic competition, playing tennis, and skiing.