Joe earned bachelor’s degrees in business management and finance from Capital University, and started in the financial planning industry in 1999. From the start he has been focused on financial planning. He has worked extensively with individuals and small businesses, and has obtained numerous securities and insurance licenses during his career.
Joe lives in Westerville with his wife, Cara, and their three daughters. He is active in the local community and enjoys playing on and coaching several soccer teams in his free time.