Joe Vaklyes
Executive Financial Advisor | CFP®, ChFC®, AIF®, MBA
With an MBA from Marquette University and finance degree from UW-Oshkosh, Joe has the experience to create a financial plan to meet help your investment goals and objectives.
Joe is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant® (ChFC®) and Accredited Investment Fiduciary (AIF®). He is also FINRA registered with series 6, 7, 63 and 66 securities registrations, and holds his Life & Health Insurance licenses in many states.
In his free time, Joe serves on the Planned Giving Committee for ERAs Senior Network.