Helping Clients in Illinois
About Joe
I've been in the financial services industry, including lending and investments, since 1997. I truly enjoy working with clients, focusing on investing and financial planning. To determine a prudent investment strategy for an individual, I believe it's essential to first establish a clear goal. Once we have that goal, I can provide tailored recommendations to help work toward it. At Alliant Retirement and Investment Services, I have all the tools needed to support this process. I take pride in putting the client first and approaching each unique situation with professionalism and courtesy.
I'm married to my wonderful wife, Karla, and we have two children, Mike and Katie, who have both graduated from college and are now thriving in their respective careers. Outside of work, I stay very busy performing as a guitarist in a band and have played at many churches in various praise bands. I love to travel and golf. I'm also a big Chicago sports fan, but when it comes to baseball, I definitely lean toward the north-siders (Go Cubbies).
Registrations and Licenses
FINRA registered (Series 7 and Series 66, held with LPL Financial)
Life, Health and Variable Contracts Licensed