Joey (only his mother calls him Joseph, and only when he's in trouble) joined Conceptual in 2015 as an intern and was primarily assigned to marketing and special projects. Discovering the nuances of financial planning and financial services resulted in a change of his college major to finance with an emphasis in personal financial planning, and an expanded role at our firm. Joey forwarded his career as a back-office assistant, backup to Lisa, and is now serving the firm as our back-office paraplanner.
He earned his Wisconsin Life and Health Insurance licenses in Summer of 2017; and will continue to develop his experience through his work with us, while focusing full time on his schooling over the next 2-3 years.
Check the background of these or any investment professionals on FINRA's BrokerCheck