Has witnessed the value of an honest and devoted financial advisor, striving to be that for his clients by simplifying the complex world of finance for his clients.
Joined Lido: 2025
Homebase: Ann Arbor, MI
Professional Focus: Combines his CFP® expertise with a practical, client-focused approach to help individuals and families navigate complex financial decisions. He specializes in creating comprehensive wealth plans that align with each client’s goals, providing clarity, confidence, and long-term financial security.
Professional Designations: CERTIFIED FINANICAL PLANNER®
Education: B.S., Marketing, Central Michigan University
Previous Work Highlights: Joseph served as Senior Investment Advisor at Exchange Capital Management prior to its partnership with Lido in 2025, where he guided clients through financial planning and portfolio strategies.
Personal Facts: Enjoys spending time with his dog, tackling home improvement projects, and staying active in his local community while continuously pursuing professional development.
