While our partners focus primarily on client engagement and experience, Joe runs alongside to be sure we have systems and processes to keep the backstage area organized and efficient. Joe started in the financial industry right out of college as a Fixed Income Trader at Edward Jones. After spending two years as a Wealth Advisor, his wife gave him the green light to start his own technology consulting firm. After consulting for Vestia, his two passions aligned when he received an offer to join our team! When asked about the decision to join Vestia, Joe shared, “I couldn’t be more excited to assist in supporting a top-notch client engagement process, coupled with my passion for embracing and leveraging the ever-advancing technology sector.”

Joe graduated from Saint Louis University with a Bachelor’s degree in Business Administration from their John Cook School of Business. He went on to obtain a Master’s degree in Personal Financial Planning from the College for Financial Planning and the Master Planner Advanced StudiesSM designation. Joe’s strong background in both financial planning and technology is truly unique in our industry, as he understands what goes into amazing client service from all angles.

Joe lives in St. Louis with his wife, Elaine, their children Evie and Jackson, and beloved dog Hunter. Outside of work, you might find Joe taking a long jog, reading a book with a strong cup of coffee, or out in the community with family and friends. Unsurprising for a “jack of all trades,” Joe also narrates books for ACX (an Amazon owned company), so you may see his name as narrator on an audiobook you are listening to from time to time!