Joe Cramer, CFP®
Financial Advisor/Owner
Joe, a native of Michiana, graduated from Trinity School at Greenlawn and the Carlson School of Management at the University of Minnesota.
He joined Healy Group in 2015 with 4 years of experience as an advisor and earned his CFP® credential in 2017.
He appreciates working with young professionals and busy families, particularly those in the medical community. His expertise includes holistic financial planning and coaching, tax-efficient wealth accumulation, loan repayment strategies, and asset protection in the areas of disability income and life insurance.
Joe is passionate about simplifying the complex, and encouraging families to invest in memories and experiences while securing their financial futures.
Joe and his wife Maggie have three children. They enjoy spending their summers waterskiing together as a family. When he has spare time, he also enjoys golfing, taking his children on bike rides and spending as much time outdoors as a family as possible.