Joe is a proud alumni of Brother Rice High School and Oakland University.  Prior to joining UBS, Joe spent 5 years at J.P. Morgan Chase as a Private Client Banker in Huntington Woods, Michigan.  Joe was recognized as a national achiever three times representing Chase's top ten percent of bankers.  As an advisor on the team, Joe is dedicated to connecting with investors on a personal level and works closely with each client to ensure that all of their financial needs – retirement planning, insurance, wealth transfer, lending in addition to portfolio management – are being met. He is proactive in reaching out to clients to help them achieve their financial goals, including partnering with their CPA and attorney to better address each situation.  Outside of work, Joe loves spending time with his wife, Shanelle and their two daughters, Sienna and Juliette.  Joe loves to golf, travel, and is a loyal fan of all Detroit sports.

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