Joe is an Investment Adviser Representative, Certified Financial Fiduciary® and Bucket Plan Certified(BPC)® with over 15 years in the insurance and financial services industry. He formed Intelliplan Financial in 2015 to provide clients with foundational financial planning services and teach them new strategies outside of the traditional approach to help stabilize and protect their financial futures.
Joe is one of less than 300 life insurance agents* in the country who have successfully completed the rigorous training and continuing education requirements to become a Bank On Yourself® Professional.
He was also inducted into the National Academy of Best-Selling Authors, as a co-author with Bank On Yourself CEO, Pamela Yellen, of the number-one Amazon best-seller, The Secret to Lifetime Financial Security.
Joe strives to help clients manage any market volatility with numerous strategies so clients can feel confident and reach their retirement income goals. With his advanced planning techniques, Joe has helped his clients grow and preserve their wealth by helping them take control and reach their retirement income goals without taking unnecessary risks.
When he's not in the office, Joe enjoys spending quality time with his wife and two daughters. He is a die-hard Ohio State football fan, and you can often catch him passionately rooting for the team, igniting his competitive spirit and deep love for the game.