Wealth Planning Director
Joe serves as the primary Wealth Planning Director for firm Principal, Michael Sluhan and Wealth Consultant, Quint Hogrefe. He works directly with them to work towards providing clients the best Wealth Planning Experience possible. This includes preparing the POD Wealth Consultants for meetings, creating investment paperwork, helping to determine the client's information is updated and accurate, as well as many other things throughout the planning process.
Prior to joining Genex Consulting, Joe worked at RubinBrown in their wealth advisory group where he gained valuable industry knowledge as a support advisor. He also provided excellent customer service to his clients, and a valuable understanding of the financial industry. Joe prides himself on being a detail-oriented, team player who strives to provide quality service to both his POD and their clients.
Joe was born and raised in St. Louis, MO and still resides there to this day. When not working in the office, he likes to spend his time playing golf, spending time with friends and family, and keeping up with some of his favorite sports teams like the Missouri Tigers and the St. Louis Blues.
B.S. in Personal Finance/Minor in Business Administration - University of Missouri, Columbia
Series 7, 63 & 6 Securities Registration held with Private Client Services