Joe has a Bachelor of Science degree from Embry-Riddle Aeronautical University and is an Airline Captain for United Airlines, based in Chicago. In 2013 he earned his CERTIFIED FINANCIAL PLANNER™ certification. He has worked in financial services since 2007 and has concentrated on helping pilots and professionals
Joe’s priority is providing a comprehensive assessment of each client’s unique financial situation. Whether the goal is; saving for a secure retirement, putting together an estate plan, or funding a child’s future education, Joe and the team of investment professionals at Professional Wealth Advisors have the skills and knowledge necessary to design the appropriate approach to pursue the success desired.
Joe’s hobbies include golf, travel and spending time with two young children. Joe is active in his community of Crystal Lake and McHenry County through his volunteer activities in association with Willow Creek Community Church, of which he and his family are active members.