As a Wealth Advisor, Joe is responsible for taking clients through a detailed planning process. Joe conducts client reviews, develops customized financial plans, and manages all aspects of the client relationship. Joe looks to create peace of mind for his clients. His goal is to leverage the Canopy Wealth Management process to provide a path to financial prosperity for the families he works with.
Joe started his career in finance as a Financial Representative Intern while studying at Albion College. During his time at Albion, Joe was a member of the football team as well as several campus organizations. Joe earned his Bachelor of Arts degree from Albion in 2016 with a double major in Finance, and Business & Organizations. Upon graduation Joe teamed up with his classmate Robert Secord to form a commercial cleaning company. After 1 year, Joe stepped away from the start up to join Ernie Moosherr’s team as an Associate Wealth Management Advisor.
Joe grew up in Beverly Hills, MI and now resides in Royal Oak, MI. He enjoys golf, watching football, and reading.