Joe started his working career at UPS and after being a driver there for several years he decided to transition into a career of employee benefits. He graduated from DePaul University's college of commerce with a major in finance. He has held his insurance licenses since 2001 and continues to utilize that experience to help benefit his clients. He expanded his capabilities by becoming a financial advisor in 2011 when he joined Waddell & Reed which was subsequently purchased by LPL Financial in 2021.
Joe approaches every client with unique and personalized advise. He knows that no client has the same situation, and strives to create a plan that is best for each individual.
Joe currently lives in Homer Glen, IL and is an avid sailor. He has competed in over 20 Chicago to Mackinac Island yacht races, with five first place finishes in the 40.7 section and a 2nd overall in 2015.