Berthoud, CO
VP, Wealth Advisor
Joe is a seasoned Wealth Advisor with over 10 years of experience in the Financial Services industry serving high net worth individuals and families. At Compound Planning, Joe brings an energy and focus to forming a deep understanding of his clients' needs and goals to deliver an exceptional experience in all areas of finance. Prior to joining Compound planning, Joe served as Senior Financial Advisor & Planner on the Private Client team at Empower, previously Personal Capital and also at Charles Schwab. Joe originally hails from Minnesota and currently resides in Berthoud, Colorado with his wife, Trish and two children Deleanie and JoeJoe. When they aren't working, the family can usually be found enjoying hiking, camping, fishing, golfing and traveling.
Experience
Empower
2 years
Personal Capital
3 years
Charles Schwab
5 years
Qualifications
Minnesota State University, Moorhead
Biology, BS
Series 66
FINRA
Specialities
Investment management
Financial planning
Retirement planning
Tax planning
Asset allocation
Behavioral finance
Disclaimer: Please note that Joe's previous roles at Empower, Personal Capital and Charles Schwab are provided for context and do not imply an endorsement or affiliation with these companies by Compound Planning. While personal background information is provided for context, clients should focus on Joe's professional qualifications and expertise when evaluating his services as a financial advisor.