Managing Partner & Senior Advisor
Credentials: 29 years in the financial services industry, Certified Financial Planner, and former Adjunct Assistant Professor at Purdue University.
Favorite Movie or TV Show: Madam Secretary and Hunt for Red October
Favorite Game: History Timeline
My Role: Joe works with clients and helps them plan their financial journey, going through our trademarked Family Focus® process. He also creates and distributes the majority of the communications to the families we serve including our weekly radio show, newspaper column, and Market Carver newsletter. It’s his job to establish our strategy and direction as well as help the management team run a process-driven firm. He is also actively engaged in the financial planning team and investment team.
Best Part of My Job: Joe enjoys taking complex topics and situations and providing common sense understanding that helps families feel confident in their future.
Hobbies & Interests: Golf, hiking, and cooking
Volunteer & Philanthropy: Joe and his wife Barbara attend Northview Church Anderson Campus. Joe serves on the Integrated Missions Committee for ST. Vincent’s Anderson and is the Director of Governmental Relations for the Indianapolis chapter for the FPA (Financial Planning Association
Financial Enhancement Group is an SEC Registered Investment Advisor. Securities offered through World Equity Group, Inc. Member FINRA/SIPC. Advisory services can be provided by Financial Enhancement Group (FEG) or World Equity Group. FEG and World Equity Group are separately owned and operated.
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
Important Update
Due to health and safety concerns for our families, friends and our team, we have made the difficult decision to temporarily close our offices in Lafayette, Brownsburg, Indianapolis and Anderson until January 4, 2021. Our team will remain available to you by phone and email to continue to offer you assistance with your service requests. Please do not hesitate to contact us with any questions you may have.
Questions? Give us a call at 1-800-928-4001.
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
