After graduating from the University of Missouri -Columbia, with a degree in Business Finance, Joe launched his career in financial services in 2012 with a wealth management firm in St. Louis. Joe later joined the Cornerstone Financial team, where he has excelled in designing comprehensive financial strategies that align with clients’ unique objectives.
Joe is a Certified Financial Professional® (CFP®), a designation that demonstrates his proficiency in financial planning, risk management, investment, tax planning, retirement, and estate planning advising. He also holds a Chartered Financial Consultant (ChFC®) designation, and the following securities registrations with Cambridge Investment Research. Series 6, 63, 66 & 7
Joe currently resides in Sunset Hills, MO, with his wife Lindsay and their 2 dogs and 16 chickens. An avid sports enthusiast himself, Joe is particularly passionate about hockey, golf and long-distance triathlons. To date, he’s completed 4 full Ironmans, as well as numerous shorter-distance races. Since 2019, Joe and his wife have helped lead a Christian after school program in North County, servicing neighborhood children ages 5-14, providing a meal and Bible study.
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