Joe joined Boulay Financial Advisors, LLC in 2013 and has more than 10 years of experience in wealth management, financial planning and retirement plan consulting. He provides wealth management services to individuals, business owners, and corporations. He assists clients in defining and achieving their financial goals and objectives while providing growth strategies and strategic planning ideas. Joe consults with corporate clients regarding qualified and nonqualified retirement plans and facilitates the successful design and implementation of their plan. He also provides fiduciary training and ongoing consulting, investment advice and employee education for his corporate clients.