All about people
From a young age, Joey was taught the value of investing early and planning ahead — a lesson instilled by his parents that laid the foundation for his career in financial advising. Today, he brings that same long-term mindset to his clients, helping them build secure, stable financial futures with confidence and clarity.
Known for his ability to understand both the emotional and financial aspects of financial planning, Joey takes a balanced, thoughtful approach tailored to each client’s unique needs. He focuses on each client from a holistic perspective, offering personalized investment advice, comprehensive wealth management, and strategies that address every area of their financial life.
Joey finds genuine joy in helping people and seeing them leave the office feeling confident and secure about their financial future. Trust, transparency, and peace of mind are at the heart of Joey’s practice—because financial advising isn’t just about numbers; it’s about people.
Education
Joey attended Christ the King Catholic School and graduated from St. John’s Jesuit in 2021. Joey also recently graduated Summa Cum Laude from The Ohio State University with a Bachelor of Science in Business Administration, specializing in finance.
Registrations
Securities Registered: CA, IL, MI, NC, OH
Securities Registration: Series 7, 66
Life and Health Insurance License: MI, OH
Personal
Committed to making a positive impact beyond the office, Joey is passionate about getting involved in the greater Toledo community and giving back to the schools and organizations that played a role in his success. Outside of work, Joey enjoys spending quality time with friends and family, staying active, and can often be found on the golf course during his free time.
