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Joe Thaman, CPFA

Joe Thaman, CPFA

Wealth Management Advisor

Joe's Executive Assistant is Cindy Sparks (314) 336-0836

Personal Statement: I'm a Certified Plan Fiduciary Advisor (CPFA®), helping families, executives, and business owners build wealth and develop future income sources for a successful retirement. I assist in every stage of life, providing exceptional service and creative financial planning solutions for personal and business needs. 

Primary Practice Areas: investment management, lifetime income strategies, Social Security, tax planning, and insurance consulting as well as Qualified and Nonqualified retirement plans.

Employment History: Financial services since 2005, MetLife, The Capital Group and HCWA

Education & Academic Honors: BS in Marketing from the University of Notre Dame (Go Irish!) 

Credentials: Certified Plan Fiduciary Advisor (CPFA®), Series 7, 24, 63, Life & Health Insurance Licenses

Affiliations: American Retirement Association

Hobbies & Interests: I am an avid Cardinals fan, a Notre Dame fan (I played baseball there), and enjoy golf, music and traveling.