Joey is a graduate from the University of Wisconsin- La Crosse with a Bachelor’s degree in Finance and a minor in Accounting.
Joey has been working in the Financial Services Industry for the past two years with his main focus being portfolio analysis and growing in the industry.
Joey works hard to learn all of the concepts involving Financial Planning. He takes every opportunity to grow his knowledge in order to help people achieve their financial goals that they work hard towards. His favorite part of working with clients is understanding that everyone’s situation is unique and coming up with individualized strategies to attain financial freedom.
Joey lives in Richfield, WI. In his free time, he enjoys outdoor activities like hunting, fishing, boating, and participating in recreational sports. He also enjoys attending local events in Wisconsin and supporting his community.