CFS, AAMS®, CPFA, AIF®

Founder | President

 

As Founder and President of Integrated Financial Solutions (IFS); Joe focuses on tailored solutions for Business Owners and Executives with specific attention to retirement plan design and implementation.  He works closely with plan sponsors to assure the retirement plan design selected fits their business’s unique needs.  Today’s plan sponsors and fiduciaries are faced with many challenges.  Laws and regulation changes, lack of fee transparency, conflicts of interests; Integrated Financial Solutions tries to bring clarity and provides independent guidance resulting in an integrated approach.
 

During his career, Joe has earned the Certified Fund Specialist (CFS) from The Institute of Business and Finance, Accredited Asset management Specialist, (AAMS®) from the College for Financial Planning, Certified Plan Fiduciary Advisor (CPFA) from National Association of Plan Advisors, Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies (fi360), is a Certified Divorce Financial Analyst® (CDFA®) from the Institute for Divorce Financial Analysts™

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In 2016, Joe was recognized as one of two Financial Times Top 401 Retirement Advisors in Arizona. In 2022, he was a Nominee for NAPA’s Top Advisors Under 40 and in 2023 Joe was named to the PLANADVISER Top Retirement Plan Advisers list.

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Outside Interests

 

Joe enjoys spending his time with family, friends, and being outdoors with his dog Kaiser. A sports enthusiast and avid golfer, Joe also enjoys playing softball, attending football games (particularly the Minnesota Vikings).