Joe has been helping individuals and institutions manage their investment portfolios for over 30 years. He has a gift for making the financial world feel a little less overwhelming—breaking things down in a way that’s easy to understand and always focused on what matters most to you. Whether you're experienced or just starting out, Joe’s calm, thoughtful guidance is rooted in real conversations and genuine connection.
He’s someone who enjoys getting to know his clients and their families, and he's always up for a friendly chat (financial or otherwise!). If you're looking for someone who takes your goals seriously while keeping the conversation down-to-earth, Joe’s the kind of advisor who makes planning for the future feel a lot more human.
Joe lives in Lafayette with his wife and their two sons. Outside the office, you'll likely find him on the golf course, coaching Little League, or enjoying the outdoors with his family—skiing in the winter at Donner Lake and soaking up the sun in the summer. They also love to travel and have shared unforgettable adventures together in places like New Zealand, Australia, Puerto Rico, Costa Rica, and Italy.