The biggest joy Joe gets from his job is working with individuals and families to create a tangible financial plan. He believes that everyone can achieve their financial goals through proper planning and advice.
Joe graduated from Adrian College with a bachelor's degree in Business Administration with a focus on Accounting. He began his career as a financial consultant in 2007 when he joined Creative Financial Partners. His previous experience as the Convention Manager for the Grand Hotel on Mackinac Island taught him that professional success hinges on personal relationships and rapport.
Joe's financial areas of interest include the following:
Wealth management strategies
Retirement planning strategies
Joe practices martial arts at Ohio Martial Arts and has completed Level 1 of Sheep Dog Response Training. Joe and his wife, Samantha, welcomed their daughter, Zita, in February 2017. They enjoy spending time together as a family in their new home of Whitehouse, Ohio.