Joe Joined CollaboratlveWEALTH® In 2015 as a Managing Partner and Private Wealth Manager. He specializes in comprehensive financial planning. wealth management. Investment advisory services. and complex life Insurance strategies. Joe holds a Serles 7 through LPL Financial and a Serles 66 through LPL Financial and CollaboratlveWEALTH®. as well as Life and Health Insurance licenses. He is also registered to provide Investment services in multiple states.

Joe’s previous experience Includes serving as a financial advisor with Securian Financial Services. He graduated Fr om Bent ley University with a degree In Business Administration and Management.