• B.S. from University of Nebraska
• Certified Retirement Planning Counselor (CRPC) designation from the College for Financial Planning

Joe joined Union Bank in 2015. He has over 12 years of financial industry experience. As Retirement Analyst, Joe provides education to participants nearing retirement, and conducts investment reviews for retirement plans. Joe has a Bachelor of Science degree in Business Administration from the University of Nebraska-Lincoln, and has earned the Certified Retirement Planning Counselor designation from the College for Financial Planning.