Meet Joe
Joe has always been passionate about helping others. As a Wealth Advisor in Minneapolis, he enjoys getting to know his clients, understanding what matters most to them, and helping them make informed decisions about their financial lives.
Joe has worked directly with clients in the financial services industry since 2002. He joined Vector Wealth Management in 2011 after leading the investment services department of a Twin Cities bank. Joe also serves on the firm’s Investment Committee, which is responsible for asset allocation, security selection, and investment due diligence.
Joe earned a Bachelor of Arts in Business Administration, with a focus on Entrepreneurship, from the University of St. Thomas. He is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Consultant, and an Accredited Asset Management Specialist. He is also a member of the Financial Planning Association of Minnesota.
Outside the office, Joe enjoys spending time with his wife, Maggie, and their two children. He stays actively involved in his children’s youth sports and enjoys walleye fishing whenever he gets the opportunity.
Professional Designations & Associations
- CFP®
- ChFC®
- AAMS®