Joe has been working with business owners, individuals, and families for over 20 years. As a business owner himself, he knows the importance of planning your work, and then working your plan. Joe started off in aerospace as an engineer, so he knows when something isn't rocket science. After getting his master's in business, Joe pivoted to corporate finance, and worked in capital planning, expense and operations analysis, and strategic planning. Joe has experience with companies in engineering, architecture, retail, insurance, commercial lending, security, medical service providers, and non-profits. Joe can sit with you in the boardroom, or at your kitchen table.