At Roth Street Financial, you’ll meet retirement professionals who can help you structure everything from your taxes to your investments, so you can build a better financial cushion from the ground up. He graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in finance and has now worked as a financial advisor for over two decades. Joe holds both Series 65 and Series 66 se
curities licenses, certifying him as a securities agent and an investment advisor representative. In addition, Joe is also licensed to provide life, disability, and long-term care insurance, allowing him to offer the full spectrum of financial services to his clients across the state of Wisconsin. The services Joe provides his clients often include financial planning, portfolio management for individuals and/or small businesses, portfolio management for businesses or institutional clients, pension consulting services, and selection of other advisors when appropriate. Joe offers a free financial consultation to anyone who wants a second opinion or just would like his expertise to reflect on their portfolio.
“When I meet people, I want to get to know them first as individuals and families,” said Joe. “I have to know their personal situation before I ever even think of a recommendation. The first appointment is a high-level overview, just listening to them, and then identifying what I perceive to be issues of concern. In this way, I treat my clients just like my family.”
Away from the office, Joe is a former volunteer with the Middleton Chamber of Commerce. He and his wife Alissa are members of Saint Bernard’s Church and have been married since 2006. Alissa and Joe have two girls and a boy, and Joe does his best to keep up coaching the kids and driving them to their endless sports events.
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