Joe has been passionate about financial planning since his days at Kansas State University, where he earned his degree in Personal Financial Planning in 2018. He started his career at a large investment management company, gaining hands-on experience in all aspects of the financial planning process while working toward his CERTIFIED FINANCIAL PLANNER^® certification. By 2021, he had found his home at Legacy Financial Strategies, where he serves as a financial advisor, helping clients navigate their financial futures with sharp attention to detail and a problem-solving mindset. Joe is also a proud member of the National Association of Personal Financial Advisors (NAPFA), ensuring his approach is always client-first and fiduciary-focused.

A Kansas City native, Joe is a die-hard Chiefs fan who bleeds red and gold. When baseball season rolls around, you’ll often find him catching a Royals game or enjoying the outdoors with friends on the golf course. As the weather cools down, he trades the fairway for time in the woods or on the water, pursuing his passion for hunting and fishing.

No matter the season, one thing remains constant—spending time outside with his chocolate Lab, Lana. And while he enjoys his sports and outdoor adventures, nothing tops quality time with his wife, Tori, who keeps life just as exciting as a last-minute Chiefs touchdown.