Joseph fell in love with investing in college when he discovered the thrill of researching stocks and watching their performance in the market.  Intrigued by the art of value creation and the challenge of building something greater, he realized that wealth management combined his interest in investing with his dedication to helping others.

After graduating from the University of Iowa, Joseph began work in the financial sector at an Iowa-based investment firm. He passed all three levels of the CFA Program on his first attempt and was awarded his charter in 2015.

Joseph and his daughter Annabelle, live in Iowa City with their favorite four-legged family member, Bluey.