Since 1996, Joe has been helping people Act Towards Success in areas like spending plans, asset allocation, building lifetime incomes, and creating lasting legacies.
Here are some interesting facts about Joe:
Grew up with two older sisters, a union member dad and homemaker mom.
Was inspired in the 4th grade by a Sunday school teacher who was a financial professional.
Graduated High School Valedictorian of Faith Christian School in Williams Bay, WI.
Earned his own union card working very hard through college.
Graduated Valedictorian with a perfect 4.0 GPA from Cornerstone University in Michigan.
Received the Wall Street Journal Student Achievement Award in 1996.
Maintains an AAMS® designation and CFP® certification.
Has four beautiful children—Mady, Nic, Vic & Micah.
Has no natural ability to play sports like golf, but would be happy to drive your cart.
Believes in giving—volunteers through church, the Northern Illinois food bank, and has served on local community boards and church committees.
One of the few advisors that will answer any question you have and post his cell number for clients to call when they are nervous.
Lisa L. Micklevitz
Lisa is the first voice you hear when you call the office. As a Wealth Manager Assistant she is an expert in maneuvering through forms and tracking down answers to account related questions. Lisa is fully registered having passed her Series 7 and Series 66 exams, and she has her life and health insurance licenses as well.
Most importantly, Lisa is committed to using her training and experience to help every client Act Towards Success.
Here are some interesting facts about Lisa:
Began working with Joe in 2000. That’s more than a decade and a half and still counting!
Was named to the WFA Diamond Club in 2011 for outstanding client service.
Has a smart daughter Rylee who is skilled at basketball and competitive cheerleading.
Is our sports fan—Cubs, Blackhawks, Packers, Bulls, Soccer, NASCAR, and more.
Has lived in Hebron (home of the ‘52 State Basketball Champs) all but 3 years of her life.
Worked to raise +$50,000 through the American Cancer Society Relay for Life.
Enjoys regularly volunteering her time to the Hebron School District.
Loves reading history, suspense, and even finance books.