It is with great pleasure we welcome Joe Hart to our team of advisors. Joe will advise clients on financial, investing, and tax issues and be responsible for managing our investment accounting and reporting system.
Joe is registered with the SEC as an investment advisor representative and licensed as a certified public accountant with the State of Iowa. He graduated from the University of Iowa in 2009 with a Bachelor of Business Administration degree in Finance and Accounting.
It becomes evident the moment you meet Joe he values building relationships and helping people work through challenges. We look forward to Joe joining our team and his expertise serving clients.