Joe is the Vice President Advisory Services of Diversified Financial Advisors with more than 20 years of experience. He specializes in providing professional management of corporate retirement programs, including investment advisory management and consulting services. Working closely with his clients, he focuses on organizing, formalizing, implementing and monitoring programs designed to help them meet their ERISA fiduciary responsibilities.
Certified as a CERTIFIED FINANCIAL PLANNER™ professional, Certified Plan Fiduciary Adviser and an Accredited Investment Fiduciary®, Joe has advanced training, education, and knowledge in both the holistic financial planning process as well as fiduciary standards of care and their application to the investment management process. He also holds FINRA Series 7, 24, and 63 securities registrations with LPL Financial.
Outside of the office, Joseph volunteers at his children's school and church. He also enjoys coaching youth soccer for St. Louis Scott Gallagher.