Supporting Your Journey Through Financial Planning

A Personal Approach to Financial Planning

When Joseph (Joe) joined Financial Services of America in 2022, he brought with him not just a strong educational background—a Bachelor’s degree in Finance from Saginaw Valley State University (SVSU)—but also a genuine passion for helping people. For Joe, financial planning is about more than numbers—it’s about helping individuals make thoughtful, informed choices for their future. He takes a personalized and structured approach to each client relationship, while understanding that all financial strategies come with inherent risks and that outcomes can vary based on market conditions and personal situations.

What Joe Brings to the Table

Joe’s path to financial advising is unique. Before joining Financial Services of America, he worked in the mortgage industry and underwrote commercial loans, which gives him a deep understanding of the bigger financial picture. That experience allows him to look beyond traditional financial advice and think about what’s ideal for you from multiple angles.

As a licensed Series 65 advisor, Joe’s approach is rooted in designing strategies tailored toward your financial goals and objectives. Whether it’s planning for retirement or navigating complex financial decisions, he’s there to offer clear, straightforward guidance to help clients make informed financial decisions.

Why Clients Trust Joe

Joe understands that financial planning can sometimes feel complex, and he works to break down the process into clear, manageable steps. He takes time to understand each client’s priorities and communicates with honesty and clarity to support informed decision-making throughout the planning process.

Outside of Work

When Joe’s not helping clients plan their financial futures, you’ll likely find him staying active at the gym or enjoying time with his family. He’s also a big basketball fan and loves catching NBA games whenever he can. On weekends, Joe enjoys spending time out on Lake St. Clair, where boating has become one of his favorite ways to relax and recharge.

A Note from Joe:

“I believe that financial planning should be a personal experience. It’s not just about managing money—it’s about understanding your goals, your dreams, and what makes you feel confident. I’m here to help guide you every step of the way.”