Joe is a Financial Advisor and in charge of firm compliance at Thomas Financial and for advisors across the Midwest. He is responsible for leading the investment team through analysis of investment options within our managed portfolios as well as customized investment plans for individual clients. Working alongside the advisors at Thomas Financial, Joe assists in crafting and designing investment solutions to help clients try to achieve their financial goals.
Joe is a CFA Charterholder, holds a Certificate in Applied Behavioral Finance (IMCA), a Masters of Finance Degree from Walsh College (Troy,MI), and a BA from Northwood University (Midland, MI). He is an alumni of DeLaSalle Collegiate High School in Warren, MI. Joe has been a Shelby Twp resident since childhood and resides there now. He and his wife Jackie have three girls (Scarlett, Stella, & Jordyn), and one boy (Joseph).