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Synergy Financial Group
Joe is a CERTIFIED FINANCIAL PLANNER™ professional who is passionate about helping his clients pursue financial goals. He is also passionate about financial education, which is why he wrote the book Decades & Decisions: Financial Planning at Any Age.
He joined Synergy Financial Group for one quality in particular: independence. With the LPL Financial affiliation, he has access to many different types of investment options. The ability to give objective advice to his clients allows Joe to sit on the same side of the table as his clients. It is this experience, working with many individuals over the years from many backgrounds, which inspired Joe to write Decades & Decisions. In addition to the book Joe continues to write for several media outlets.
Joe enjoys spending time and making memories with his wife, Jane, and two sons, Blake and Grayson. When he can find the time he enjoys woodworking, cars and holding court over a hot grill.
You're at the top of your game, and things are going great ... until. Your years of experience and the higher salary that likely comes with them could put a target on your back. So be ready.
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