Joe focuses his practice on helping clients secure the lifestyle they want in retirement and pass their legacy to future generations. He has 29 years of financial services experience and has served the last eight at Baird, helping clients create their unique "lifetime investment strategy."
A true financial partner with your best interests in mind
People choose their careers for many different reasons. When I decided to become a Financial Advisor, I was driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.
I have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.
In Baird, I have a partner that shares my passion for wealth management, with world-class resources and deep expertise to support me in the mission to provide the very best advice and service I can in important areas, including:
- Portfolio management
- Saving for higher education
- Planning for retirement
- Estate planning services
- Investment tax planning