Joe, a lifetime Michiana resident, graduated from Trinity School at Greenlawn and the Carlson School of Management at the University of Minnesota with a BSB in finance, risk management, and insurance.
After working for a few years for Securian Financial in Minnesota as a financial advisor, he left the frozen north to join Healy Group in 2015. Joe earned his CFP® certification in 2017.
He appreciates working with young professionals and families, especially those in the medical community. His areas of expertise include: holistic fee-based financial planning and coaching; asset protection strategies in the areas of specialty-specific disability insurance and life insurance; debt management; tax deferred strategies for funding education and retirement; and, wealth management.
Joe enjoys soccer, golf, waterskiing, and being outdoors. In addition, he has the unique ability to hum and whistle at the same time, but still cries when he cuts onions.
He is a member of Christians in Commerce and enjoys giving back to his community.