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Biography

Joe has 23 years of experience in the financial services industry. He has led the corporate trust and employee benefits teams of a major regional bank and also served in commercial lending. For the last 10 years, Joe has served institutional investment clients throughout the United States. Earlier in his career, Joe was in private legal practice in Detroit and served the estate planning and succession planning needs of business owners. Joe received his law degree from the University of Wisconsin – Madison and his bachelor's degree from the University of Michigan. He is a member of both the State Bar of Wisconsin and the State Bar of Michigan.