Joe is a trusted financial professional with a passion for helping high net worth individuals, families and institutions achieve their financial goals. As a Co-Founder and Managing Partner at Lake Street, he leads a team of experts who specialize in providing comprehensive financial planning and investment management services.
With a deep understanding of the complexities that come with managing significant wealth, Joe is committed to building relationships with his clients and delivering tailored solutions that meet their unique needs. He works closely with each client to create a comprehensive financial plan that takes into account their long-term goals and aspirations, as well as their short-term needs.
Joe has extensive experience in the institutional space, working with 401k plans and other corporate retirement plans. He has a strong track record of helping businesses, both public and private, manage their retirement plans and providing their employees with the education and resources they need to make informed financial decisions.
As a Certified Financial Planner™ and seasoned investment professional, Joe is well-equipped to help high net worth individuals and families achieve their financial goals. With a focus on delivering tailored solutions that meet the unique needs of each client, he and his team at Lake Street are committed to delivering exceptional results and building long-term relationships based on trust and transparency.
Prior to co-founding Lake Street, Joe worked at Merrill with one of the largest institutional wealth management teams in the Midwest. He played collegiate golf and earned dual bachelor’s degrees in finance and economics from Truman State University.