Joe is a Financial Advisor with ten years of experience currently serving the Fishers, Noblesville, Pendleton, and Tipton, Indiana markets. Joe seeks to build long-term relationships with his customers. By listening carefully and employing a straightforward approach to service, he helps customers develop a broad financial framework to help them meet their goals now and over time.
Prior to joining the BMO Investment Services team in 2013, Joe was a Financial Advisor at JP Morgan Chase. Joe received his Bachelor of Arts degree from Purdue University in West Lafayette, Indiana. Joe holds series 7, 63 and 66 licenses, held through LPL Financial along with his life and annuities insurance licenses.
Joe is involved in the Indiana Housing Project, Gleaners Food Bank, and JWA Memorial Fund. He lives in Fishers with his wife Kelly. Joe enjoys being active, watching his team (Colts/Pacers/Boilermakers), and playing with his two puppies ChiChi and Lanny.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management