Hello, I’m Josef, a dedicated financial professional with a unique background that blends the discipline of a former collegiate hockey player with the strategic mindset acquired through years of entrepreneurship and insurance experience.

Originally from Berkley, Michigan, just outside of Detroit, I pursued my education at Iowa State University, where I not only honed my skills on the ice as a collegiate hockey player but also developed a deep appreciation for hard work and teamwork.

I enjoyed a diverse background from real estate apprenticeship to financial professional. I ventured into entrepreneurship for ten years, owning and operating my own car detailing business. This experience instilled in me the values of meticulous attention to detail, maintaining great customer relationships, and the satisfaction of building something from the ground up. Following this entrepreneurial chapter, I spent the past year and a half as an independent insurance professional, gaining insights into risk management and financial planning.

Currently, I am proud to be part of a team of dedicated professionals. Together, we strive to help our clients plan for their financial futures. As a passionate Financial Specialist & Wealth Manager, my focus lies in providing customized One of a Kind Financial Plans™ to our clients. I firmly believe that whether retirement is thirty years away or has already begun, the time to secure one’s financial future is now.