Joe graduated from Kansas State University in the spring of 2018 with a Bachelor of Science degree in Personal Financial Planning. Following graduation, he became a Client Associate for Merrill Lynch where he earned the CERTIFIED FINANCIAL PLANNER™ designation and spent three years involved in all facets of the financial planning process. He joined Legacy Financial Strategies in 2021 as an Associate Advisor. Joe prides himself on his analytical skills and strong attention to detail. As a native to the Kansas City area, he enjoys cheering on the Chiefs and attending Royals baseball games. In the warmer months, Joe can be found playing golf with friends or at the lake with his girlfriend, Tori. In the cooler months, he enjoys hunting upland game birds and spending time with family.
Certifications & Licenses: CERTIFIED FINANCIAL PLANNER™ (CFP®), Series 66 Securities License
Email Joe: firstname.lastname@example.org