Joe specializes in providing comprehensive financial planning and investment management services to individuals and families that are approaching or currently in retirement, helping make the big life and financial decisions that come near the end of a working career. Deciding how much money to spend each year without running out during your lifetime, when to take Social Security, and how to pay for healthcare are some of the many issues faced by those approaching or in retirement. Joe also focuses on assisting retirement plan sponsors in offering holistic education and financial planning to participants to help them achieve retirement success. Joe holds the highly recognized CERTIFIED FINANCIAL PLANNER™ certification, which is issued to professionals that have met the rigorous education, experience, exam and ethics requirements of the CFP Board.
Joe was born and raised in Meridian, Idaho. He went on to study at and graduate from Carroll College in Helena, Montana with a double BA in Financial Planning and Accounting. In his free time, Joe loves to travel, spend time with his family and friends, play golf, watch sports, or enjoy everything the beautiful state of Idaho has to offer.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.