Joe has been a part of the financial services industry since 2001 and joined Merrill in 2014. He focuses on developing strategies for individuals, families, businesses and foundations, to work with them in reaching their short and long-term financial goals. Joe is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Joe also holds a Certified Investment Management Analyst® (CIMA®) designation. He has a bachelor’s degree in Business-Journalism from Indiana University and an MBA from Notre Dame.
Joe has been active with the Investments & Wealth Institute™ and Rotary, where he served on the Board of Directors of the Rotary Club of Indianapolis. He is a born and raised Hoosier, with family farm since 1823. Joe and his wife Janet reside in Indianapolis. They have three adult children and seven grandchildren.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
