Designations and Licenses

Joe is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Joe works with individuals, families and business owners to develop personalized wealth management solutions to help them achieve their goals and to help grow and protect their wealth.

Prior to joining Mariner, he was a financial planner for Baron Wealth Management, LLC. He provided comprehensive wealth management services including the creation and implementation of financial plans as well as portfolio management.

Joe has a bachelor’s degree in finance from Oakland University.

Personal Interests

Joe enjoys golfing, running, hiking, biking and skiing. His favorite sports team is the Detroit Red Wings.