As a Client Relationship Consultant, Joe works closely with retirement plan sponsors and employees to determine appropriate goals and the strategies needed to reach them. He seeks to enhance each relationship through the delivery of high-quality, responsive service. Joe’s background equips him to anticipate issues, provide thoughtful guidance, and ease administrative burdens.
Prior to joining Shepherd Financial in 2020, Joe spent three years with Principal Financial Group, where he served clients in Indiana, Illinois, Michigan, and Ohio as a Relationship Manager. He has over 20 years of experience in the retirement services industry, specializing in defined contribution, defined benefit, non-qualified, 403(b), and 457 plans.
Joe lives in Carmel with his wife and two sons. He graduated from Indiana University with a degree in Business Administration. Joe enjoys running and cycling, spending time outdoors with his family, and following IU athletics.