As a Financial Planner, Joe is responsible for creating comprehensive financial plans, generating performance reports, and providing support to the wealth management team — especially Jake Falcon, whom Joe joins on most client meetings.

Joe earned his bachelor’s degree in business administration with a corporate accounting from Rockhurst University. Joe obtained his CERTIFIED FINANCIAL PLANNER^® certification, one of the highest designations in the financial planning field. As a CERTIFIED FINANCIAL PLANNER^® professional, Joe specializes in comprehensive financial plan development, topic research, and personalized financial education. Joe also maintains his Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.

In his free time, Joe enjoys playing golf, hanging out with friends and family, and following his favorite sports teams.