Working with clients to strengthen their financial health.
Joe began his professional career by leading Marines as an active-duty infantry officer. Inspiring and challenging America’s best meant Joe was responsible not only for their physical, mental, and spiritual wellbeing, but he also helped guide them through their financial fitness by providing strategies for those he led. He developed a passion for educating and providing the correct tools and resources to maximize an individual’s potential.
Now, as a financial advisor, when you work with Joe you can expect that same passion for loyalty, trust, and integrity.
Joe’s steadfast personality works to teach and inspire healthy financial behaviors to his clients as they strive to reach their financial goals. By developing a comprehensive strategy that is unique to an individual’s needs, Joe helps his clients focus their time and energy on what they find most valuable.
Joe is SIE, Series 7, Series 66 registered, and Minnesota Life and Health licensed.
Born and raised in Minnesota, Joe enjoys taking annual fishing trips to northern Minnesota. He can often be found exploring the outdoors with his family, walking with his kids down to the river and watching as they climb trees in their woods. Fitness is a big passion of his, and he has a dedicated home gym complete with a powerlifting platform.
Joe attended the University of Minnesota – Twin Cities, where he completed a Bachelor of Science in Kinesiology with a minor in Join Military Science/Leadership and a Masters of Education in Applied Kinesiology
Joe is passionate about implementing strategies to make your money work for you. Accumulating wealth and achieving liquidity to meet specific, and meaningful goals.
As an individual with four kids and a family, Joe understands that life insurance is imperative when expecting the best but preparing for the worst. Losing a loved one can be some of the hardest days of your life, but with the correct strategies in place, you can still carry on their legacy and provide the lifestyle your family deserves.
Working hard throughout your career deserves to be rewarded with the retirement you have earned. Appropriate allocation of funds to tax advantaged accounts, careful debt management, and thoughtful insurance strategy all contribute to achieving your goal.
Having a strategy and product in place can reduce stress associated with a potential for financial burden. Joe works with his clients to consider how they can provide for their loved ones in the event of a disability or loss of income.
Regardless of where you are on your financial journey, taking advantage of different forms of investment is key. Proper allocation of funds can help to integrate multiple goals into a single financial strategy. Joe and his team help to determine where your funds are best distributed.
An estate plan serves to provide written instructions on what you want to happen to your possessions and the individuals you would like to receive them after your passing. While no one is eager to plan for what will happen after their death, Joe works to create a strategy to achieve specific and meaningful goals that are consistent with your values.
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Joe is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. 4984391/DOFU 2-2023