The Shawano community has always been important to me. I spent my youth fishing on Monkey Island or helping my grandparents in their shoe store on Main Street. After high school I earned my degrees at UW Madison and went to work in Milwaukee. I was thrilled to move back to Shawano in 1999, this time with my wife, Cynthia, and our first daughter on the way. The next year the opportunity to come to Edward Jones presented itself and I jumped at the chance.

Over the years I have had the opportunity to give back to the community in a number of ways. I have served on the Board of Directors of the United Way, and have been a member of the Lions for several years serving as club president in 2009-2010. I have also been very active in Junior Achievement for over 15 years.

The best part of my job is being trusted to help someone accomplish a financial goal. I understand that everyone is different, and I enjoy tailoring strategies to your specific situation. I also enjoy educating people new to investing and planning. I know some people can find the process overwhelming and have found that the best experiences develop over time.

If you are looking for someone to partner with to help achieve your financial goal(s) please consider reaching out to me. I would be honored by the opportunity.

Joe

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

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