Professional Experience
Joe joined the Racine office of Baird in 2018 and has been dedicated to delivering thoughtful, personalized wealth management ever since. He focuses on understanding what matters most to each client and ensures every aspect of their financial life is aligned with their goals.
Before joining Baird, Joe spent seven years as a Senior Accountant at Deloitte, where he specialized in tax planning for high-net-worth individuals - experience that adds depth and technical insight to his financial planning approach.
Education
Joe earned his bachelor's degree in Accounting and Economics from the University of Notre Dame. Joe is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant - a combination that allows him to thoughtfully integrate tax efficiency into his clients' investment and financial planning strategies.
Personal Information
Joe lives in his hometown of Racine, WI with his wife Claire, and their three children - Grace, Anna and Rory. He is actively involved in the community and currently serves as Treasurer of the Foundation Board at his alma mater, Racine St. Catherine's High School.
In his free time, Joe enjoys playing golf, cheering on local sports teams, traveling and spending quality time with his family.