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Our History

Joe started as a financial advisor in 1987 working for a large insurance company that focused on business owners’ financial plans. A couple of years later, he branched off on his own becoming an independent advisor who works primarily with an affluent market in the areas of investments, 40l(k) plans, business succession, and estate planning. Joe is a Certified Financial Planner, a Chartered Life Underwriter, and a Chartered Financial Consultant.

Joe is a Chicagoland native who grew up on the southwest side and graduated from Loyola University. For the past 25 years, he has lived in Lemont, Illinois.