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Joe Green

Joe Green

Portfolio Manager & Senior Advisor

Joe met with a financial advisor for the first time as a 16-year-old student and knew then he wanted to help people be wise with their money. Though there’s always joy to be found in the blessings of the present, through our Signet 360 process, we’re always shining a light down the road and preparing for the future. Joe takes great pride when he is able to help clients pursue their financial goals. He graduated from Anderson University in Anderson, Indiana and attended the First Church Benton Heights

campus where his wife, Rachel, serves as Worship Director. Joe and Rachel have three boys attending Lakeshore Schools and love living Southwest Michigan, where they prioritize being a positive influence in the community.