2250 Town Square Tower, 445 Minnesota Street St. Paul, MN 55101

651.233.1100

Joe is a financial advisor in Savant’s St. Paul, MN office.

As a CERTIFIED FINANCIAL PLANNER® professional, Joe is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Joe has been involved in the financial services industry since 2017. He was a wealth manager at PrairieView Partners from 2024 until it joined with Savant in 2025. Before that, he was a financial advisor at a local CPA-affiliated wealth management firm.

Joe earned a bachelor of science degree in accounting and finance from Bethel University in St. Paul, graduating summa cum laude.

Joe lives in Victoria, MN with his wife and son. In his free time, he enjoys spending time with friends and family, golfing, traveling, and exercising. He is an avid Minnesota sports fan and enjoys attending sporting events throughout the year.

Education &
Designations

Bethel University
Bachelor of Science in accounting and finance, summa cum laude
CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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