As Financial Planning Analyst, Joe works closely with clients and colleagues to support the creation, delivery, and execution of comprehensive financial plans. He is dedicated to delivering personalized guidance tailored to each client's unique goals while helping ensure a positive client experience. Among other things, Joe also established and continues to coordinate the Wealth Management Insights Program, an initiative designed to provide students and young professionals with early exposure to career opportunities in financial services and wealth management.
Joe earned his Bachelor of Business Administration degree in Finance, Investment & Banking from the University of Wisconsin-Madison and also holds a Certificate in Investment Management from the University of Wisconsin-Milwaukee.
Outside of work, he enjoys supporting young entrepreneurs in the community by stopping at each and every lemonade stand he encounters.
Non-deposit products are: not insured by the FDIC; are not deposits; and may lose value.