Joe is a graduate of Indiana University and has over thirty years of banking and investment experience. In addition to advising hundreds of retirees, he has also trained many financial advisors throughout the United States, Canada and the United Kingdom. Prior to joining Life Plan Investments, he served as Vice President, Wealth Management at Morgan Stanley Smith Barney. In addition to licenses in health insurance, life insurance and long term care insurance, Joe holds the Series 63, 66 and 7 securities registrations. He is certified with the Indiana Long Term Care Partnership Program. He is also a graduate of the Kaplan University CERTIFIED FINANCIAL PLANNERTM certification program.
Joe believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with Joe is his ability to provide clear, easily understood explanations of financial products and services.