PROFESSIONAL SPECIALTIES

• Over 29 years’ experience working with 401(k), 403(b), defined benefit and specializing in retirement planning.
• Focused on helping plan sponsors reduce their administrative burdens and fiduciary risk.
• Dedicated to helping employees work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy and overall financial wellness.

QUALIFICATION

• Previous Firm- Invest Financial
• Investment Advisor Representative (IAR)
• Hold FINRA Series 6, 63, and 65 securities licenses with LPL Financial
• Holds life & health insurance licenses 

PERSONAL

Joseph lives in Dexter with his wife, Laurie. He has two children and one grandchild. Joseph spends his free time hunting, golfing, and spending quality time with his family.