Joe Burgess, CFP®, AIF®, CLU, ChFC®

Wealth Advisor

Let the team at Moxie Wealth Management be your guide.

Helping high-level executives and business owners create an intentional life path and a meaningful legacy.

 

Joe Burgess, CFP®, AIF®, CLU, ChFC®

Wealth Advisor

Let the team at Moxie Wealth Management be your guide.

Joe is a founding partner of Moxie Wealth Management founded in 2015 in Minneapolis. Visit the Moxie Wealth Management website to learn more about Joe and his team.

Services

  • Business owner solutions
  • Comprehensive financial planning
  • Estate planning*
  • Retirement strategies
  • Risk management
  • Tax-efficient investment strategies*
  • Wealth management

Team

Kristin Printon, AIF®
Kristin Printon, AIF®

Senior Partner & Wealth Advisor

Jennifer Martinez
Jennifer Martinez

Scheduling Coordinator

North Star resource team

Ann Elliott, CPA
Ann Elliott, CPA

Vice President, Tax Planning*

Nik Karsseboom, CPA*
Nik Karsseboom, CPA*

Tax Director*

Anne Pierce
Anne Pierce

Medicare Specialist

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Contact

Connect with Joe

    Office location

    Minneapolis

    2701 University Avenue SE
    Minneapolis, MN 55414

    Get directions