Joe is a financial advisor with Baird, joining the Madison-West branch in 2019. Using skills developed during his training as an attorney, Joe has a passion for advising and leads with curiosity about his clients lives and goals in order to help them organize, simplify and plan for their financial future. Understanding the importance of financial literacy, Joe leads the team's NextGen planning efforts which helps the next generation of investors build solid foundations in support of their longterm financial vision.
Before joining Baird, Joe spent 5 years as a consultant with business leaders and legislators on issues concerning regulations, risk management, and other financial and insurance services industry matters. Joe received his Bachelor’s degree from Marquette University in 2009 and his law degree from Marquette University Law School in 2013.
Outside of work, Joe enjoys reading, podcasts and spending time with friends and family over home cooked meals or out to dinner at one of the many great restaurants Madison has to offer.
*Qualified Plan Financial Consultant (QPFC). QPFC is the professional credential for experienced financial professionals who advise and support qualified retirement plans. The QPFC program provides an understanding of retirement planning concepts, terminology, distinctive features of qualified plans and the role of retirement plan professionals.To obtain the QPFC designation, one must pass four exams. Once the credential has been successfully obtained, the designee is required to participate in extensive continuing education.