Head of Operations
Joe has been in the Operations department in the wealth management industry since 2011. Prior to that, he was a Supervisor in Operations for UPS in the southwest suburbs of Chicago. He holds an undergraduate degree in economics and accounting from DePaul. Joe enjoys home improvement, golf and every Chicago sports team other than the Cubs. He and his wife, Nicole, live in Hickory Hills, Illinois, where they have recently welcomed a baby girl into their family.
Meet the Team