Utilizing his decades of financial experience and expertise, Joe provides clients with financial planning, investment management, 401(k) plans and charitable planning. As a CPA and Certified Plan Fiduciary Advisor™, Joe's expertise helps clients pursue their goals. Joe works closely with Bryan to support clients in pursuing their goals.
Joe has a tenured and successful background as an entrepreneur, community and civic leader, and visionary leader. He has served in top community leadership roles, including as Co-Founder for the Asian American Chamber of Commerce of Kansas City. As a testament to his service and leadership, many distinguished honors have been bestowed upon Joe during his career. From 2004 to 2007, he was a member of one of the White House Presidential Commissions. He has served in several local and national board of directors of various organizations.
Joe earned his Bachelors degree in Business Administration. In addition, he holds the Series 7, 63, and 65 registrations through LPL Financial and he is life insurance licensed. He has also completed executive management training at the Kellogg School of Management at Northwestern University.
Joe and his wife live in Overland Park, Kansas. He enjoys time with his daughters and two grandchildren.