Guiding businesses to retirement plan success.
As Wealth Retirement Plan Services Advisor, Joe provides retirement plan advisor and compliance support to businesses. Working closely with plan sponsors, he reviews and provides guidance on plan design, ensures ERISA and IRS regulatory compliance and conducts fiduciary oversight. As a licensed advisor, Joe can also conduct participant education meetings, enrollments and provide individualized guidance to help employees maximize their retirement readiness. By combining his extensive technical knowledge with a client-focused approach, Joe helps businesses and their employees achieve their retirement goals.
Experience
- Began career in financial services in 2009
- Joined Johnson Financial Group in 2025
- Holds the FINRA Series 65 license
- Certified Plan Fiduciary Advisor (CPFA), National Association of Plan Advisors Qualified 401(k) Administrator (QKA) and American Society of Pension Professionals and Actuaries
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.
Ask Me About
- Business Succession Planning
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- Youth Mentor for the Outagamie County Youth Mentoring Program