Joe partners with clients and their families to bring structure and clarity to complex financial decisions. His work centers on gifting strategies, retirement planning, investment management, tax-aware planning, and estate planning. By aligning these areas into one coordinated plan, he helps clients make confident decisions, anticipate key trade-offs, and stay prepared for major milestones and transitions.
He is known for strong relationships and practical coaching. He helps clients clarify what matters most, then turns those priorities into clear options and actionable next steps. The result is a responsive, organized experience and a strategy designed to support real life as it changes, from career moves to family needs to legacy planning.
Joe’s career at INTRUST began in frontline roles, including teller and commercial lending intern, experiences that strengthened his understanding of day-to-day banking needs and service. He later served as a financial advisor with INTRUST Financial Services, sharpening his focus on a few core planning areas to better serve clients. He earned a bachelor’s degree in communication studies with a business minor from the University of Kansas and an MBA in Finance from Wichita State University.
He serves on the boards of the American Red Cross and the DUI Victims Center of Kansas, and enjoys golf, travel, and running.


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