Dedication makes Joe stand out from the rest. From fatherhood to career, he is 100% committed to doing his best in every facet of his life.
Joe counsels owners of businesses of all sizes and advises on strategies relating to business continuity and wealth transfer. In particular, Joe provides guidance to business owners on the use of insurance to fund various obligations including: future estate tax exposure; the purchase of ownership interests pursuant to a buy/sell agreement; repayment of debt; recruitment and retention of key executives; overhead coverage and lost profits (i.e., key-person coverage). He also provides personal life, disability and long-term care insurance guidance to business owners, executives and professionals. Joe is a qualifying member of the Million Dollar Round Table, a feat accomplished by less than 1% of life insurance and financial services professionals world-wide.*
Joe is a member of Pinnacle Equity Solutions, a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual transition of their privately-held businesses. He helps business owners set goals, evaluate their transfer options, measure their current financial position both personally and within their business and put a plan in place to help them achieve their goals. He offers these business transition planning services through our affiliate company, SilverStone Asset Management.
Prior to joining SilverStone Group, Joe served six years as an attorney with the law firm of Koley Jessen P.C. in Omaha, Nebraska where he practiced law in the areas of Corporate, Mergers & Acquisitions, Tax, and Business Succession Planning. While an attorney, Joe advised clients on a wide range of business matters including the structuring of buy/sell agreements and related business transition issues. Joe also authored articles that were published in the Nebraska Law Review, as well as the Nebraska Lawyer Magazine. Joe also worked as a financial analyst for the McCarthy Group in Omaha prior to attending law school.
Joe is a member of the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors, the Nebraska State Bar Association and the Omaha Bar Association. Joe is also very involved in the Omaha community, currently serving on the Board of Directors of Partnership 4 Kids and he is also an active member of the Omaha Venture Group as well as the Omaha Creighton Prep Young Alumni Board of Trustees and the Ak-Sar-Ben Floor Committee. Away from the office, Joe enjoys golfing, cheering on Husker football and Creighton basketball, and spending time with his wife Kim and their two young daughters.
*Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: http://ihs.mdrt.org.
e-mail: firstname.lastname@example.org | phone: 402.964.5541 | fax: 402.963.4084
Magna Cum Laude
Creighton University | Omaha, NE
Bachelor of Science | Economics
Magna Cum Laude
Santa Clara University | Santa Clara, CA
- Certified Financial Planner (CFP®)
Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC . Investment Advisory Services Offered Through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group are independently owned and are not under common ownership with M Holdings Securities, Inc.