Over the course of my 30 years in the financial services industry, I have dedicated myself to helping investors pursue their financial objectives. I earned a degree in finance from Columbia College and hold the CERTIFIED FINANCIAL PLANNER™certification. I began my career in banking and then enjoyed 12 years as a financial advisor with A.G. Edwards (now Wells Fargo Advisors) prior to joining Stifel in 2007.
I’ve been interested in financial planning and financial markets since I was in high school. Even at a young age, I realized I had a passion for studying the markets and helping people with their finances. Today, I combine these passions to help my clients create a clearer vision of their financial journey. I find that helping people understand their personal roadmap and guiding them to make more informed financial decisions enables them to better navigate life’s complexities. My goal is to put a plan in place for the long term so my clients can focus on spending time doing what brings them joy.
Sharing in my clients’ experiences is truly rewarding. Whether it’s the excitement of retiring, a new child or grandchild, graduations, weddings, or assisting new generations of family members, my team and I are here every step of the way. We are also here for the difficult times that life may bring, striving to ensure our strategies are ready to face your unforeseen challenges. Leveraging my extensive experience – and the expansive resources of Stifel – I strive to add value to every meeting and conversation.
When I’m not assisting clients, I am spending time with my wife, Kimberly, and our daughter. We keep busy by biking and hiking Columbia’s parks and trails and taking in all of their natural beauty. In the summer, we love watching baseball – we are huge St. Louis Cardinals fans! I love to read, especially when it comes to history and biographies. In addition, my family loves to travel, whether it’s relaxing at the beach or exploring an area’s rich history.
Joe was named to Forbes’ 2024 Best-in-State Wealth Advisors list. The list spotlights top-performing advisors within each state. Advisors were nominated by their firms then researched, interviewed, and assigned rankings within their respective states.
Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.