Joe has over 35 years of expertise in the financial service industry. To be truly independent, he founded DAI Wealth, Inc., an SEC registered investment advisory firm, in March of 2006 and acquired a FINRA Broker-Dealer in April of 2018. Because Joe is a strong advocate for diversification, he has expanded the firm’s service offerings beyond traditional investments to include private equity and private real estate alternatives. Along with advising clients and implementing investment strategies, Joe is involved with the investment committee and actively participates in the due diligence process, particularly with alternative investment products. As an entrepreneur by nature, Joe is passionate about advocating for his clients’ financial well-being. He is continuously seeking opportunities to add value to clients. 

Joe is a graduate of Minnesota State University, Mankato with a Bachelor of Science degree in Finance, graduating with honors, and currently holds Series 7, 63, 66 and 24 licenses. Joe serves on the Board of Directors of First National Bank of Minnesota and is a past board member of the Alternative & Direct Investment Securities Association (ADISA) as well as Leave a Legacy Mankato Area.  

In his spare time, Joe enjoys hunting, fishing and aviation. He is a private pilot which allows him to fly to client meetings across the United States. 

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