Title: Managing Partner & Lead Advisor

Credentials: 29 years in the financial services industry, Certified Financial Planner, and former Adjunct Assistant Professor at Purdue University.

Favorite Movie or TV Show: Madam Secretary and Hunt for Red October

Favorite Game: History Timeline

My Role: Joe works with clients and helps them plan their financial journey, going through our trademarked Family Focus® process. He also creates and distributes the majority of the communications to the families we serve including our weekly radio show, newspaper column, and Market Carver newsletter. It’s his job to establish our strategy and direction as well as help the management team run a process-driven firm. He is also actively engaged in the financial planning team and investment team.

Best Part of My Job: Joe enjoys taking complex topics and situations and providing common sense understanding that helps families feel confident in their future.

Hobbies & Interests: Golf, hiking, and cooking

Volunteer & Philanthropy: Joe and his wife Barbara attend Northview Church Anderson Campus. Joe serves on the Integrated Missions Committee for ST. Vincent’s Anderson and is the Director of Governmental Relations for the Indianapolis chapter for the FPA (Financial Planning Association)