With nearly a decade of experience in finance, Joe supports portfolio oversight and client service efforts through his knowledge of financial planning and investment strategy.
Prior to joining Central Trust in 2026, he worked as a financial advisor, where he partnered with individuals and families to develop personalized financial plans and investment solutions. His experience has equipped him with a client-focused approach to managing complex financial needs and supporting long-term wealth management goals.
Education and Certifications
- Bachelor of Science in International Business, University of Missouri – St. Louis
- Certified Financial Planner® Professional (CFP®)
Interests and Activities
Outside of work, Joe is actively involved in serving at his church. He and his wife, Tayler, have four young boys who keep them busy and outdoors as often as possible. They also share their home with a German Shepherd, a few chickens, and their newest family addition—a gecko.
