Joe has been providing comprehensive wealth management, supervisory, and compliance oversite services for more than 30 years. Most recently, Joe was responsible for the management and supervision of financial advisors in Wisconsin, Illinois and Iowa for one of the largest regional banks in the Midwest.
Previous to his supervisory duties, Joe spent over 16 years educating financial advisors and their clientele in various products and services with the intention of wealth accumulation, asset allocation and protection as well as income generation.
Joe holds a Bachelor’s Degree from Western Illinois University and a Master’s degree in Business Administration from the Keller Graduate School of Management. He holds FINRA Series 7 and Series 8 registrations through Cambridge Investment Research.
He also maintains FINRA Series 65 registration. Held through Cambridge Investment Research Advisors, Inc.
Joe also holds Illinois Life and Health Insurance Producer’s licenses
Joe lives in Naperville with his wife and he has two grown children living in Chicago.