Joe is the manager of the Family Office Services team, with 17 years of experience in the financial industry, 8 years in the securities industry and 5 years of experience in public accounting. Joe provides Family Office services for high net worth and multi-generational families. Joe earned his Bachelor of Arts degree in Economics, as well as, his Bachelor of Science degree in Financial Management, both at Northern Michigan University. He also has received his Master of Science in Taxation from the University of Illinois. Joe is a member of the American Institute of Certified Public Accountant and a member of the Illinois CPA Society. Joe is an Army veteran. Outside of the office, Joe enjoys working on his 1976 Ford Bronco and watching UFC/MMA.