Joe uses his 50,000-plus hours of experience to tailor sound, effective and comprehensive retirement solutions for his clients.
As the leader of Secured Retirement, Joe works tirelessly to ensure his firm adheres to his vision of providing clients with a top-tier experience, from planning to execution. To do this, he leverages his vast managerial experience, as well as a number of industry certifications, including, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Investment Adviser Representative (IAR) and is life and health insurance licensed. Additionally, Joe is a fiduciary advisor and an Ed Slott Master Elite IRA Advisor.
Joe is author of “Building Retirement Now: Your Secured Retirement Blueprint™ From Planning and Design to Execution”, and “Retiree’s Social Security Guide: Your Blueprint to Maximize Mailbox Income,” with a third book coming soon “New Tax Secrets.” Joe is also the host of the popular radio show “The Secured Retirement Radio” on News Talk AM 1130 and a frequent guest on “Secured Retirement TV”. Joe’s also been featured in The Wall Street Journal and MarketWatch.
Joe is a Marine Corps veteran, husband, father and proud resident of the Minneapolis Twin Cities!