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Joe Green

Joe Green

Portfolio Manager & Senior Advisor

As a 16-year-old student meeting with his dad's financial advisor for the first time, Joe realized the positive impact an advisor can have on an individual or family's future - whether things are going as planned, or the unexpected happens. From then on, he had a strong desire to help people be wise with their money.

Joe graduated from Anderson University in Anderson, IN with a bachelor's degree in Organizational Management. He attends the First Church of God Benton Heights campus where his wife, Rachel, serves as Worship Director. They love raising their three boys in Southwest Michigan and enjoy spending time camping, fishing, and hiking the dunes.