Our People
Wealth planning and trust services
Joe has over 14 years of experience guiding the wealth management decision making process of high-net-worth clients and families. Joe has a passion for multi-generational wealth planning, caregiver support and investor education.
BA, Loyola University – Chicago
CERTIFIED FINANCIAL PLANNER® (CFP®) certification
Kansas City Estate Planning Society, Member
Boy Scouts of America, Eagle Scout
HappyBottoms, Ambassador Chairman, 2013-2014
President
Senior Vice President, Trust Officer
Trust Officer
Senior Vice President, Trust Officer
Vice President, Trust Officer
Senior Vice President, Trust Officer, Wealth Planning Executive
Executive Vice President, Trust Officer
Trust Officer
Vice President, Business Development Officer
Trust Officer
Senior Vice President, Trust Officer
Senior Vice President, Trust Officer
Vice President, Trust Officer
Trust Officer
Senior Vice President, Trust Officer
Trust Officer
Director of Wealth Services
Senior Vice President, Trust Officer
Assistant Vice President
Trust Officer
Vice President, Trust Officer
Vice President, Trust Officer
Trust Officer
Vice President, Trust Officer
Vice President, Trust Officer
Vice President, Trust Officer
Senior Vice President, Trust Officer
Vice President, Trust Officer
Senior Vice President, Trust Officer
Senior Vice President, Trust Officer
Senior Vice President, Trust Officer
Consultant
Vice President, Trust Officer
Vice President, Trust Officer
Vice President, Trust Officer
Vice President, Trust Officer
