Joe serves as a Financial Advisor specializing in investment strategies, portfolio management, and comprehensive financial planning. He holds his Series 7 and 66 licenses, as well as the Accredited Asset Management Specialist™ (AAMS^®} designation. As a Certified Exit Planning Advisor^® (CEPA^®), Joe helps individuals, families, and business owners develop strategies to build, preserve, and transition wealth throughout every stage of life and business.

Joe graduated with High Distinction from the University of Minnesota Twin Cities Carlson School of Management in 2021, earning bachelor's degrees in Finance and Accounting. Prior to joining Liberty Wealth Management in 2023, he worked as a Financial Consultant for RSM (formerly McGladrey), specializing in Business Valuations for private equity firms and privately held businesses.

In his free time, you can find Joe on the golf course, training in the gym, running along the Lakewalk, or spending time outdoors with his dog, Callie.