Wealth Manager
Certified Financial Planner®
Joe lives in Victoria, MN with his wife and son. In his free time, he enjoys spending time with friends & family, golfing, traveling, and exercising. He is an avid MN sports fan and enjoys attending sporting events throughout the year.
As a Wealth Manager at PrairieView Partners, Joe integrates his expertise in financial planning and investment management into implementing holistic recommendations for high-net-worth clients. Joe has gained extensive experience working throughout various functions of the advisory business and leverages that knowledge to provide the most effective solutions to clients. Joe is a Certified Financial Planner® professional and has a passion for constructing financial plans & investment portfolios in a way that best achieves client objectives. Joe serves as a member of the Investment team at PrairieView and consults on various decisions surrounding the core investment strategy & philosophy of the firm.
Joe attended Bethel University in St. Paul, MN earning his Bachelor of Science (B.S.) degree in Accounting and Finance graduating Summa Cum Laude. Upon graduation, Joe began working as an Associate Wealth Advisor at a local CPA-affiliated wealth management firm. After spending his first few years learning the financial advisory business and being fully involved in all steps of the financial planning process, Joe earned his Certified Financial Planner (CFP®) designation in 2020.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
Inflation is falling. The job market is growing. GDP growth is exceeding expectations. We’re actually earning interest on our cash and bonds. And corporate earnings growth is expected to accelerate...
I recently read an article in The Economist that discussed topics related to the current state of journalism. It contained a line that could also apply to market expectations – specifically when...
Interest rates on Treasury securities, money market funds, and savings accounts are at 15 to 20 year highs, hovering near 5%. With stocks now sitting 10% below their previous high from almost two...