Meet Your Advisor

Joe built Launch Wealth Management after spending more than a decade inside large national firms and seeing firsthand what often gets lost as firms grow: time, discretion, and genuine connection. Launch exists to offer a quieter, more thoughtful advisory experience — one built around relationships, not volume.

As a Certified Exit Planning Advisor (CEPA®) and IRS Enrolled Agent (EA), Joe advises at the intersection of tax strategy, wealth planning, and business transition. Clients come to him for technical fluency — and stay for perspective, accessibility, and a steady hand through complex decisions.

This is a firm for people who value depth, continuity, and an advisor who knows their full story — not just their balance sheet.

When he’s not working with clients, Joe can usually be found enjoying the slower pace of northern Wisconsin with his wife, Katrina. Most weekends are simple — getting outside when the weather’s good, making a great meal, lighting a cigar, and spending time with family and close friends.