Helping Clients in Illinois
Joe has been in the financial services industry, including lending and investments, since 1997. For the last 10 years, he has enjoyed working with clients specifically on investing and financial planning. He believes that in order to determine how an individual should be invested a goal needs to be established first. At that time, appropriate recommendations can be made to work toward achieving that goal. At Alliant Retirement and Investment Services, he has all the necessary tools available to assist in this process. Joe takes pride in the fact that he puts the member first and approaches each unique situation with professionalism and courtesy.
Joe is married to his wife, Karla, and has 2 children, Mike and Katie, who have both graduated college and are working in their respective careers. Joe keeps very busy outside of work performing as a guitarist in a band and has played at many churches in various praise bands. He loves to travel and golf. He is also a big Chicago sports fan, but when it comes to baseball, he does lean toward those north-siders (Go Cubbies).
Registrations and Licenses
FINRA registered ( Series 7 and Series 66, held with LPL Financial)
Life, Health and Variable Contracts Licensed
Alliant Credit Union Headquarters I
11545 West Touhy Avenue
Chicago, IL 60666
Alliant Credit Union Headquarters II
1600 Golf Road, Suite 200
Rolling Meadows, IL 60008
Willis Tower Branch
233 South Wacker Drive, Suite 435
Chicago, IL 60606
(Please note: this location is limited to badged United Airlines employees only)