Joe has been in the financial services industry for over 10 years. He holds a Bachelor of Science in Finance and Business Management from the University of Kentucky. Joe focuses his time on retirement and financial planning for pre-retirees, retirees, and business owners. Joe is originally from Springfield, KY, but has lived in Louisville since 2014. In his spare time he enjoys spending time with his wife, Amanda, and their daughter, Anna. He also enjoys playing golf and being active outdoors.
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.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.