Joe and his team have recrafted the client experience with a coaching and planning focus. Joe is an advisor and certified coach who specializes in comprehensive wealth strategies for high-net-worth business owners, individuals, families, retirees, and athletes using state of the art tools and technology. Joe also specializes in corporate retirement plans, business acquisition (advisor, tax, insurance), and consulting. Joe is passionate in working with others to become best versions of themselves and is a licensed securities and advisory principal in multiple states.
Joe grew up in a family business, graduated from Hope College, was a teacher for 4/1/2 years, then transitioned to wealth management in 2002. Joe is a husband (22 years), father (18,16,13) 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.