Joe focuses his practice on helping clients secure the lifestyle they want in retirement and pass their legacy to future generations. He has 33 years of financial services experience and has served the last fifteen at Baird, helping clients create their unique "lifetime investment strategy."
Joe earned his bachelor's degree from Michigan State University.
In his free time, he enjoys physical fitness, yoga, and jazz and classical music. He is a member of the Prince of Peace Church in West Bloomfield and is active in autism and Asperger syndrome awareness campaigns.