About Me
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.
About Me
With nearly 15 years in the financial services industry, I have gained a deep passion for helping clients pursue their short- and long-term financial goals. Each day, I am motivated knowing that our team serves as a collaborative financial resource in our clients’ quest toward financial independence and the freedom it provides.
I joined Stifel in 2009 after earning an MBA from the University of Missouri. Prior to joining The Reardon Group, I served as Vice President, Financial Planning Manager of Stifel’s Wealth Planning Department. In this role, I gained valuable experience developing thousands of financial plans for clients all over the country and from many different walks of life. I also hold the CERTIFIED FINANCIAL PLANNER™ certification.
Working as a member of a strong wealth management team, led by Joe, has been my ultimate career goal. Our client relationships are our number one priority, and I strive every day to apply my financial planning experience and knowledge to building the most personalized wealth plans possible. It is truly rewarding to listen to clients’ experiences and aspirations and to be a part of their journey toward success by empowering them to pursue their financial and personal life goals.
When I’m not in the office, I enjoy spending time with my wife, Katie, and our daughters, Isla and Juliette. As a family, we enjoy traveling and spending time together outdoors. I am a big fan of Mizzou football and basketball, the St. Louis Cardinals, and St. Louis Blues.
About Me
During my 22-plus years in the financial services industry, I have assisted in organizing and implementing updates to investment plans for individuals, families, and business owners. I understand that life changes, and we need to adapt to those changes. I am prepared to help you apply these changes in the most effective way possible.
Prior to joining Stifel, I spent seven years as an Operations Manager and Registered Sales Assistant with A.G. Edwards (now Wells Fargo Advisors). This is where I began working with The Reardon Group until I took a break to start a family with my husband, Bill. After our two boys were both in school, I rejoined the team with Stifel as a Client Service Associate in 2008.
One of the things I love most about my job with The Reardon Group is seeing the value we add to someone’s financial and, oftentimes, personal lives. When we meet with someone for the first time, and they have retirement accounts spread in various places, it is very rewarding to be able to help them organize all of their data. It is also fun to see our younger clients taking an interest in their financial future. Time is on their side, and they enjoy seeing their results over time.
I enjoy sitting in on meetings and listening to our clients’ life stories, and later hearing how our team made an impact while our clients realized their financial goals, such as retirement or college funding. Ultimately, I am passionate about helping others and am thankful to be with The Reardon Group, who make helping people a priority.
My husband and I love spending time with our sons, Will and Eli, along with our four-legged family members. We spend as much time as we can fly fishing at Bennett Spring. We also love traveling to the beach to relax, especially during the cold winters in Missouri.
About Me
I joined Stifel and The Reardon Group in 2022 and assist the team behind the scenes with administrative tasks so that they can focus on clients. I prepare the majority of paperwork and assist with appointment preparations.
Outside the office, I enjoy nature and spending time hiking trails with my family and dogs in Columbia and also at Bennett Spring.