For more than 16 years, Joe has been at the helm of financial planning firms, where he discovered a true passion for estate planning. That passion led him to launch his own company—Simple Trust Planning—built on the mission of making wills and trusts accessible, affordable, and straightforward for every American.
Under Joe’s leadership, Simple Trust Planning has developed a streamlined process supported by a high-performing team. Together, they guide clients through creating essential estate planning documents, getting them signed, and—most importantly—ensuring assets are properly transferred into each client’s new trust.
As Joe puts it: “I’ve never seen a time when it’s been easier and clearer for clients to answer the questions to build and assemble a customized trust. And in my view, updating a deed on real property and transferring assets into a trust has never been more straightforward.”
Beyond the business, Joe is driven by a genuine desire to help families find peace of mind in knowing their legacy is responsibly protected. He believes estate planning isn’t just about documents—it’s about giving people confidence, a layer of protection on real property, security, and a clear path forward for the ones they love.