Joseph is a CFA charterholder with nearly 15 years of direct industry experience in personal wealth management and institutional investment analysis. His understanding of the economy and financial markets provides him with the ability to develop customized wealth management strategies, and most importantly, adapt those strategies as the economic and investing climate changes.

“It is important to my clients to know that I will adapt their portfolio to the current market environment making timely and prudent changes, not just when we meet. Clients want to know that their investments are being managed and cared for based on their individual situation, to achieve their specific goals.”

Joe works with clients who seek:

• Investment strategies to build and preserve wealth
• Retirement distribution and income strategies
• Investment management for small businesses and foundations
• Comprehensive financial planning services

Joseph received his Bachelor of Science in Economics from the University of Minnesota in 1995, and the Chartered Financial Analyst® designation in 2000. He is an active volunteer on the events committee for Children's Heartlink in Edina.