Joe is a Co-Founder and Managing Partner at Lake Street. He began his financial services career in 2012, with a core focus on developing relationships with businesses to manage corporate retirement plans. He has been closely involved with onboarding and day-to-day responsibilities for more than 200 retirement plans, including both private and publicly traded companies.
In his role as Director of Retirement Planning, Joe assembles a comprehensive offering of service providers ranging from the record-keeper to the payroll vendor. He performs ongoing due diligence on the investment menu offered as a 3(21) fiduciary and creates financial education programs for his client companies. He has been invited to speak at educational seminars across the country on various financial planning topics.
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. Joe holds the Certified Financial Planner™ designation awarded by the Certified Financial Planner Board of Standards.