Joe has helped people pursue their most valued goals for over 25 years with thoughtful and well-designed financial plans. He believes his caring and organized approach helps his clients feel more confident about the financial matters in their lives.
Joe has worked at Maier & Associates since 1999 and heads the team’s investment research committee. He also focuses on helping companies manage and monitor their 401(k) plans. Joe holds Series 7, 63, 66 through LPL Financial, and life, health and variable licenses.
As a Retirement Income Certified Professional®, Joe has the knowledge to manage the transition from a client’s working years to retirement, providing smart strategies for creating sustainable income. As a Behavioral Financial Advisor, he helps clients make better financial decisions by striving to remove behavioral biases from the equation.
Joe serves as a board member of Maier & Associates Charitable Foundation, is a Security Team member for his church and supports other local organizations such as Good Samaritan Rescue Mission, and the Toni & Trish House. He is a member of the Bay County Chamber of Commerce and the 100 Club of Bay County.
Joe is from Bay City and lives in Kawkawlin, Michigan, with his wife, Stephanie, and their sons, Logan, Joe Jr. and Nicolas. In his free time, he enjoys golfing, hunting, tinkering with classic cars and spending time with his family.