Joe is the founder and CEO of Peak Retirement Planning, Inc., which was named the number 1 fastest growing private company in Columbus, Ohio by Inc 5000 in 2025. As a CERTIFIED FINANCIAL PLANNER™, Joe has passed a rigorous education program and certification exam to receive the CFP® designation. Joe has also received the Certified Kingdom Advisor (CKA®) designation, demonstrating that he has learned the finer points of retirement planning in accord with Christian principles. He created a firm that helps his clients have a deep sense of purpose in how they steward their wealth.

Peak Retirement Planning, Inc. serves "Midwestern Millionaires" across the country with its popular 5 Pillar Approach with a strong tax focus to help clients grow and protect their wealth.

Known as a thought leader in the industry, Joe is featured in Kiplinger and on TV news segments, and is the author of the bestselling books "I Hate Taxes" and "The 2% Club". You may have also seen Joe on YouTube, where he has one of the largest retirement planning channels for those in or near retirement.