Joey (only his mother calls him Joseph, and only when he's in trouble) joined Conceptual in 2015 as an intern and was primarily assigned to marketing and special projects. Discovering the nuances of financial planning and financial services resulted in a change of his college major to finance with an emphasis in personal financial planning, and an expanded role at our firm. Joey now works as a back-office assistant, backup to Lisa, and is getting experiences in many client-specific areas of financial planning. He earned his Wisconsin Life and Health Insurance licenses in Summer of 2017; and will continue to develop his experience through his work with us, while focusing full time on his schooling over the next 2-3 years. In his spare time, Joey enjoys time with his friends and is a competitive video-gamer.
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