Joe graduated from the University of Notre Dame with degrees in Accounting and Economics before beginning his professional career at Deloitte. During his seven years there, he specialized in tax planning for high-net-worth individuals, developing expertise that continues to benefit his clients today. Since joining Baird's Racine office in 2018, Joe has been committed to providing thoughtful, personalized wealth management and helping clients align their financial decisions with their long-term goals.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant, Joe brings a unique combination of financial planning expertise and tax knowledge to his clients. He focuses on understanding what matters most to each individual and family, ensuring every aspect of their financial life is aligned with their long-term goals. Clients working with Joe benefit from a trusted advisor who takes a comprehensive approach to wealth management, helping them navigate life's financial decisions with confidence and clarity.
Committed to the Community
Joe believes that strong communities are built by individuals who give back. As a lifelong Racine resident, he is proud to remain actively involved in the area he calls home. He currently serves as Treasurer of the Foundation Board at his alma mater, Racine St. Catherine's High School, supporting initiatives that help strengthen educational opportunities for future generations.
Outside the office, Joe enjoys spending time with his wife, Claire, and their three children, Grace, Anna, and Rory. He can often be found on the golf course, cheering on local sports teams, traveling with his family, or enjoying all that the Racine community has to offer.
Committed to Personalized Guidance
Joe's experience in both public accounting and wealth management has reinforced the importance of listening, building trust, and providing guidance tailored to each client's unique circumstances. He believes the most successful financial relationships are built on transparency, communication, and a genuine understanding of what clients hope to achieve for themselves and their families.
By integrating tax efficiency with investment and financial planning strategies, Joe helps clients make informed decisions and pursue their goals with greater confidence. His commitment to personalized service allows clients to feel supported through every stage of their financial journey.
Why Baird?
We combine the resources and capabilities of a large Wall Street firm with the personal attention and service of a smaller boutique. With specialists in estate planning, education planning, insurance, executive services and more, we provide comprehensive financial guidance in all areas of our clients' lives.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.