:: Financial Planning
:: 401(k) Rollovers
:: Fee-Based Advisory Accounts
:: Fixed/Variable Annuities
:: Equity Indexed Annuities
:: Pre and Post Retirement Planning
:: College Planning and Tax Advantaged Funding
:: Investment Portfolio Analysis
:: Tax Efficient Investments
:: FREE Financial Consultation
Joe has the experience and knowledge to assist you with a range of financial needs, from preparing for retirement to purchasing life insurance. He can provide advice about planning issues crucial for both personal and business success.
Active in his community, Joseph is a Johnson County Community Foundation board member; Greenwood Chamber of Commerce member; and Leadership Johnson County board member and past president. He also volunteers for United Way.
:: Indiana University, bachelor's degree
Securities Registrations (held through LPL Financial)
:: Series 7, 66
:: Licensed in Indiana