Marble Surface
Investments

Bonds Common Stock IRA's Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuity

Financial Planning

Retirement Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Profit Sharing Plans

Insurance

Disability Income Insurance Life Insurance Long-Term-Care Insurance Marketplace Insurance

41        1,251   

Years

Experience

Current

Investments

4

Specialist

Industries

2

Experienced

Partners

 

Joe has been a Financial Advisor since 2005 and holds his Series 7 and 66 securities registrations through LPL Financial, as well as being insurance licensed.  Joe graduated from the University of Kansas with a Business degree where he focused on Business Administration and Economics. 

 

Jarred secured his Series 7 and 66 securities in 2022 with LPL Financial.  Worked 24 years 

as a commercial banker, specializing in the agriculture and commercial industry.  Jarred graduated from Kansas State University with his Bachelors of Science Degree. 

We are passionate about helping clients recognize their retirement goals and dreams while developing a plan to pursue those goals.

Joe and Kristin reside in Ottawa, KS with their children,

where they are actively involved in their lives and the community.​

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