Joseph is a seasoned financial advisor who has had the privilege of walking alongside clients through life’s most meaningful moments—many of whom have become like family. Over the years, he has witnessed marriages, graduations, career launches, and new family beginnings. Most impactfully, he has also supported clients through seasons of loss and transition. As careers and businesses have taken shape, Joseph has partnered closely with individuals and business owners to help them provide for their families—and in many cases, their employees’—long-term financial futures.
Joseph is deeply committed to acting as a true fiduciary. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Chartered Financial Consultant® designation. He is dedicated to upholding the CFP® Board’s Code of Ethics and Standards of Conduct, as well as completing the ChFC® recertification program annually. In addition to these, he is also authorized to practice before the IRS as an Enrolled Agent (EA) and is a member of the National Association of Tax Professionals, further expanding his ability to serve clients with thoughtful, tax-aware planning. In this role, he works closely with Link Wealth Strategies’ strategic partner, Navigator CPA, to help clients navigate tax preparation and planning in a coordinated, holistic manner—aligning investment, retirement, and tax strategies under one cohesive approach.
Outside of work, Joseph enjoys hunting, fishing, running, hiking, and most activities that get him outdoors. He also volunteers in several capacities through his church, with his favorite role being involvement with the youth group. Joseph resides in Meriden, Kansas, with his wife, Allison, and their two children, Charlotte and Noah.