Facts about Cari
Q. Dream Vactaion?
A. Anything outside the United States
Q. Favorite Food?
A. Burger and fries
Q. Favorite Sports Team?
A. Kansas Chiefs, Kansas City Royals, Kansas State University Football.
Q. Something Unique About Joe?
A. I played basketball & tennis under scholarship my first two years of college.
Joe has over 25 years of experience in tax compliance and tax planning. He previously worked for large regional accounting firms. In addition to individual taxation, he also has significant experience in corporations and partnerships. Joe builds strong client relationships and enjoys helping clients lower their tax burden and save for retirement.
“Boys, get up!” – my Dad. I grew up on a farm and he instilled a hard work ethic in me and
my siblings. No sleeping in when growing up on a farm!
Joe earned a Masters Degree in Accounting from Kansas State University. He is a member of the American Society of CPA’s as well as the Kansas and Missouri Society of CPA’s. In his free time, he enjoys spending time with his wife and two kids and taking care of his cattle herd.
² – Not affiliated with Cambridge and does not offer securities or advisory services.
Financial professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration, and not all of the securities, products, and services mentioned are available in every state or jurisdiction.
Advisory services available in all 50 states upon request.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Financial Designs, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, sites, information and programs made available through this site.
Financial Designs, Inc.
11225 College Blvd., Suite 300
Overland Park, KS 66210
Toll free: 888-898-3627 (voice call only)
Local: 913-451-4747 (voice call only)
Fax: 913-451-8191
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