Joe is a native of South Bend, Indiana where he resides with his wife Connie and three children, Joey, Mary Cate and Madeline. He attended Manchester University and graduated with a double major in Political Science and Psychology.
Joe began his career in the wealth management industry in 1984 He enjoys learning about and assisting clients and their families in meeting investment goals, planning for their future and retirement. To further his pursuits in helping clients have peace of mind in retirement and all of life's keystone events, Joe joined with The Schultz Group at UBS. The Schultz Group brings a realistic and practical approach and process to managing our client's wealth.
Joe is FINRA registered and holds Series 7, 63, 65, 9 and 10 securities licenses as well as licenses for life insurance and annuities. He is registered to conduct business in 49 states.
Joe was a collegiate soccer player while at Manchester University and currently serves on the Alumni Board of Trustees. He is a member of Notre Dame University's O'Brien and Naimoli Clubs that support Notre Dame athletics. His interests are history, politics, photography, travel and wing shooting sports.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV