Joe works to implement clients’ financial plans, from drafting trades to analyzing retirement plans. He works with Todd’s clients to manage their accounts and investments, and he enjoys answering client questions and providing peace of mind on financial decisions.
Outside of work, Joe enjoys cooking—particularly with his young son as his sous chef—and exploring the Huron River and the Argo Cascades.
Education
BBA, Grand Valley State University
Finance and Economics Majors, Spanish Minor; graduated with honors
March 2020
Certified Financial Planner designation
Community Involvement
St. Thomas the Apostle Parish
Finance Council
Child Care Network
Finance Committee
Experience
2013
Bloomfield Hills Financial
2012-2013
Bank of America