Joe is a Partner of Vantage Point Wealth Management in the Plymouth office. He has been in the financial services industry helping individuals and businesses pursue their goals for over twenty-five years. He specializes in comprehensive planning and has extensive experience in investment portfolio design, 401(k) implementation and education, and retirement income planning.
Joe is a strong believer that experience, education, and integrity are all necessary for an advisor to offer excellence to clients. He is one of small number of advisors working directly with individuals to have obtained the Chartered Financial Analyst (CFA) designation and to be a Certified Financial PlannerTM (CFP®) practitioner. He has done frequent public speaking on the subjects of financial planning and investment topics and has also been quoted in the Wall Street Journal.
In addition to serving clients through his own practice for over 18 years, Joe has valuable experience in leadership roles in other firms. He was responsible for developing and monitoring portfolios for high net-worth clients for a large Registered Investment Advisor based in the Twin Cities. Joe also served on the executive team of a large national broker-dealer, where he was responsible for developing a nationwide financial planning platform, including training and supervising advisors around the country in their financial planning and investment advisory business practices.
Joe received a Bachelor of Arts Degree from Dartmouth College and an MBA in Finance from the University of Minnesota Carlson School of Management. He grew up in Red Wing, MN and currently lives in Deephaven, MN with his wife Nancy and daughters Kenna and Ellen. In addition to being active in several professional associations, he has served on the Board of Directors for the Cottagewood Community Foundation and enjoys many outdoor activities with friends and family, including golf, camping, fishing and hunting.