A trusted financial partner that values you and your unique needs.
As an Associate Financial Consultant, Joe is dedicated to building long-term relationships with clients, guiding them towards achieving their life and retirement goals. He values each client, recognizing their unique needs and aspirations. By adopting a tailored approach, Joe creates personalized strategies that align with each client's specific goals, helping them navigate their financial journey with confidence and clarity.
Experience
- Started working in the financial services industry in 2024
- Joined Johnson Financial Group Financial Advisors in 2024
- Graduated from University of Iowa with a degree in finance
- Holds FINRA Series 7 and 66 licenses through LPL Financial
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
|---|
Ask Me About
- Investments
- Financial Planning
- Retirement Planning