Joe is a registered CFP®, educator, author, and speaker with over 38 years of experience, who specializes in Wealth Transfer. In the past, Joe was a featured panelist for both The Denver Post and The Rocky Mountain News. Joe was also a regular columnist for the Rocky Mountain News Senior Section.
For several years, his was the voice during morning and afternoon commutes providing market analysis and economic commentaries for KNUS, KHOW, and KVOD in Denver. He has been interviewed and appeared as a guest commentator nationwide for more than 30 radio stations exploring topics such as: Retirement Planning - finding your unique purpose and defining your legacy, as well as Transition Planning - answering the “why” of your wealth planning. Published in Financial Planning Magazine and The Denver Business Journal, and quoted in the Wall Street Journal and Investment Advisor Magazine.
Joe continues to share his unique methodology and customized solutions for Wealth Management and Preservation. Having advised wealthy individuals and families in over 15 states for 34 years, his counsel, wisdom and diligence have helped his clients achieve financial security, income stability during retirement and reduction of income taxes, capital gains taxes, and estate taxes.