Joe graduated from Florida State University in 2006 with a degree in Finance and currently serves as an Investment Advisor Representative with Brookstone Capital Management. He firmly believes that managing risk and preserving capital are crucial elements of a robust financial plan. By treating his clients like family, Joe works closely with them to design customized portfolios that align with their unique needs and aspirations.
Joe embraces a holistic approach to financial planning, collaborating with trusted professionals such as CPAs and attorneys to ensure that every aspect of a client's financial life is considered. This comprehensive support empowers his clients to make informed decisions and achieve their financial goals.
Joe has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
Residing in Frankfort, IL, Joe enjoys a fulfilling family life with his wife, Cherisse, and their two children, Mason and Aspen. The family shares a passion for travel and values the time spent together, whether exploring new destinations or enjoying cozy moments at home with friends, family, and their beloved dogs. Joe's commitment to balancing personal and professional life reflects his dedication to nurturing both his family and his clients' financial well-being.
The National Social Security Advisor (NSSA) certification was obtained on 06/14/2017 by completing eight hours of course work, passing a certification exam. Certificate renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.