Client Advisory


Joe is a Partner in the Louisville office, where he serves his clients by providing independent coordinated advice with a focus on retirement planning, investment management, and risk management to professionals, pilots, and retirees.

Prior to joining Cerity Partners, Joe was a Senior Financial Advisor at ARGI Investment Services, where he was responsible for leading an interdisciplinary team in delivering financial planning, investment management, risk management solutions, as well as driving new business development. Joe also served on ARGI’s Investment Committee and its Board of Directors.


  • B.S. in Finance from the University of Louisville



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