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Joe Chappius

Life and health licensed agent; CLU Professional Designation; Series 6, 63, and 65

Joe is a seasoned financial professional with over a decade of experience in the financial services industry. He began his career focusing primarily on assisting families in addressing the risk management component of their financial plans, while continuing his education to comprehensive planning and wealth management.

Joe has also co-founded a fee-only financial planning firm that specializes in advising high-income earners and business owners. Guiding clients in aligning their financial resources with their life goals, creating tailored strategies that maximize their potential for financial success.

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