“I enjoy guiding people through difficult decisions.  Often, our clients have lifetime goals, so the benefit of our advice can sometimes take a while to be fully realized. But seeing people create the life they always dreamed of, and knowing that I was able to contribute to that in some way is incredibly fulfilling.”

Words that describe Joe:

• Dedicated
• Thoughtful
• Intentional    
• Servant Leader
• Fun

About Joe:

A financial professional of over 27 years, Joe created the Moxie Wealth Management brand in 2015 as a North Star Resource Group affiliate with the intent of building tangible wealth solutions designed specifically for high-achieving executives and business owners. 

Known for his ability to simplify very complex concepts, Joe’s passion is helping his clients build a life with purpose while using their finances as a vehicle to build a legacy for future generations. He acts as a true guide, preparing all the tools his clients will need along their financial journey as he helps them navigate to the summit of each life goal. 

The concept behind the Moxie brand came to Joe after an electrifying experience in climbing Mount Rainier. Led by guide Brent Okita, he spent several days pre-climb planning for the ascent: prepping gear, learning self-arresting techniques in case of a fall, practicing high-altitude breathing, and learning the process of summiting with a rope team. Okita then led Joe’s group through every step of the process as their seasoned guide.  He led the climbing route, explained what to wear during each section, how many calories to eat, and how many ounces of water to drink. While Joe was in a direct path of danger through the experience, the entire journey felt safe, because he knew Brent had extensive experience leading groups on the mountain. 

After the life-changing expedition, Joe wanted to bring the same level of guidance and care to the clients he served as a wealth manager. As his clients know, Joe and his team are focused on creating a customized Moxie experience for every single client. They take your life goals seriously, taking the utmost preparation to understand the current conditions and potential hurdles before moving forward. Then, Joe and his team coach you through every step of the process while you climb to the summit of your goals. 

Joe’s passionate about walking side by side with his clients throughout their journey. As your financial guide, he is adept at adjusting plans through challenges and life changes, helping you to clear out the noise and make decisions based on the fact pattern of a situation. With a full support staff available to every client, the Moxie team offers robust guidance and extensive professional connections with outside institutions that create opportunities to serve you at an extraordinary level. 

Beyond his leadership role in Moxie, Joe’s passionate about supporting Youth Frontiers, a local organization that hosts retreats that teach kids about character and compassion. He also enjoys sharing the stories of successful leaders through his podcast, The Ascent. You can listen to full episodes here, and if you know someone who would be a great guest, he’d love to hear about them! Fill out this form to send us more information.

A true outdoorsman, you’ll frequently find Joe camping, road biking, and canoeing when he’s not in the office. He also enjoys live music, having played saxophone since grade school and more recently picking up guitar. A former Johnnie football player, he’s always cheering on the SJU sports teams and enjoys road-tripping to Collegeville multiple times a year.

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