Overview

Gender

male

Investor Type

Angel

Investor Stage

Seed

Joe started his career at the Chicago Board Options Exchange in 1987 during one of the equity market's most tumultuous months on record. 30 years later, he helps his clients manage their wealth throughout both good times and bad. He founded BlueLake Wealth Advisors with the mission of providing clients unbiased and independent advice. With his clients, he emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also helps his clients with education funding and structures for charitable giving and estate planning. He Graduated from The University of Illinois with a Bachelors Degree in Finance. He holds his FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Investment Adviser Law) securities licenses and his life and variable annuities insurance licenses.

Joe believes he got his work ethic and drive to succeed from his father and mother. His father, a World War II veteran, would wake up early every morning, work long hours, and come home happy and without complaints. Growing up, he was always surrounded by friends and family and his home was the gathering place for his loved ones. His mother would always take care of others and taught Joe to keep his friends and family close. To this day, Joe takes his relationships seriously and cherishes those around him.

Outside the office, Joe can likely be found spending time with his wife and two children or tutoring and coaching kids in his community. He likes to think that if he weren't in the financial services industry, he would be in a position where he could teach or coach others. He enjoys helping people improve their skills, including other advisors in his industry.