Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner
Louisville
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.
Partner & Market Leader
Partner & Practice Leader
Associate
Principal
Senior Associate
Market Leader & Partner
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
