Joe is a lifelong resident of Minnesota and attended the University of Minnesota – earning a Bachelor of Science degree in Mechanical Engineering. After ten years working in the family’s HVAC business, Joe moved to the insurance and investment industry and served as a business and sales development consultant serving financial professionals and advisors for 18 years, before starting his own financial planning practice.
In his consulting role, Joe helped fellow financial professionals and advisors with case design, marketing strategy, product selection and hosted hundreds of client workshops on subjects such as Strategies to Maximize Social Security Benefits, Retirement Income Planning, Family Estate Planning and Setting up a Long-Term Care portfolios. During that time, he completed his MBA degree in Finance at the University of St Thomas.
With client education at the core of his beliefs, Joe returned to St Thomas to complete his Doctorate Degree in Education with a focus on Organization Development. His dissertation research titled “Living with Purpose in Retirement” revealed how people experience and prepare for the social aspects of retirement in different ways, and he presented the findings at the annual MassMutual Academy in 2018.
Outside of the office, Joe enjoys time at his Brainerd lake home, golfing, playing hockey, and spending time with his Bernese Mountain Dog, Raygan. He is an active foster Dad for rescued golden retriever dogs at RAGOM, Retrieve a Golden Of the Midwest, and is an involved member in his faith community.
Joe holds his Series 6, 7, 63 and 65 securities license and is a member of the Leaders Conference at MassMutual, as well as the Financial Planners Association and Million Dollar Round Table.