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Biography

Joe is a Principal in the Louisville office, where he assists clients with matters related to estate planning, taxation, and financial planning.

Prior to joining Cerity Partners, Joe served as a Financial Advisor & Legal Strategist at ARGI Financial Group. Before ARGI, he worked as a law clerk for a full-service, regional law firm in Louisville.

Learn more about my practice.

Education

  • B.S.B.A. in Finance from Ohio State University
  • J.D. from the University of Louisville, Brandeis School of Law

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Admitted to the Kentucky Bar Association

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