As an Edward Jones financial advisor, I believe it's important to invest my time to understand your primary financial goals. That is why I've spent the last 28 years working in partnership with clients, their CPAs, attorneys and other professionals to understand your needs, desires and fears. I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth.
I attended the Northwestern School of Continuing Studies to pursue my CERTIFIED FINANCIAL PLANNER™ certification. I have also earned the following professional designations –Chartered Financial Consultant® , Chartered Retirement Planning Counselor™, Accredited Domestic Partnership Advisor®, Chartered Retirement Plan Specialist™ and Accredited Asset Management Specialist™. Along with my branch office team, Beth Stadler and Jacki Miulli, our goal is to achieve human-centered wealth strategies.
I reside in Bloomingdale with my wife, Katy, and two boys, Aden and Wesley, who attend Erickson Elementary School. You may see us around town attending church, a local concert, school or sporting events.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Charitable Giving
- College Savings
- Retirement Income Strategies
- Divorce Finances
My Personal Interests
Phone NumberJoe Michalec at (630) 893-0411
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 03:00PM|
|Sat||By Appointment Only|
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