About W. Joseph
Joe provides comprehensive wealth management solutions for clients working toward achieving their financial goals. He takes the time to get to know what’s important to his clients and works with them to form a comprehensive, customized financial plan that includes portfolio management, tax strategies, wealth transfer considerations, retirement analysis, and education planning.
Passionate about community involvement, Joe has served as treasurer and finance chair of the Ronald McDonald House of Mid-Michigan and served on the board of directors for the Lansing Regional Chamber of Commerce and the YMCA of Lansing.
Education and Professional Milestones
-Western Michigan University - Bachelor’s degree in business administration with a major in accounting
-Was a Senior Wealth Advisor for Siena Investments
-Spent 15 years as Chief Financial Officer and shareholder at a successful logistics firm after beginning his professional career with the global accounting firm KPMG
Joe provides comprehensive wealth management solutions for clients working toward achieving their financial goals. He takes the time to get to know what’s important to his clients and works with them to form a comprehensive, customized financial plan that includes portfolio management, tax strategies, wealth transfer considerations, retirement analysis, and education planning.
Passionate about community involvement, Joe has served as treasurer and finance chair of the Ronald McDonald House of Mid-Michigan and served on the board of directors for the Lansing Regional Chamber of Commerce and the YMCA of Lansing.
Education and Professional Milestones
-Western Michigan University - Bachelor’s degree in business administration with a major in accounting
-Was a Senior Wealth Advisor for Siena Investments
-Spent 15 years as Chief Financial Officer and shareholder at a successful logistics firm after beginning his professional career with the global accounting firm KPMG