Get to know us.

Joe Kuschman, CFP®

Describe your perfect day?

Taking my family to the lake here in Chicago and bringing a picnic of local snacks to enjoy.

What do you most like about your job?

The people — clients are the center of what we do, and connecting with them to make a real world impact is incredibly rewarding.

Surprise us, something we don't know about you?

I can juggle just about anything!

How long have you worked in Financial Services?

10+ years

About

Joe brings over a decade of experience in financial planning, helping individuals and families navigate complex decisions with clarity and confidence. He is passionate about translating financial concepts into practical, goal-oriented strategies tailored to each client's life and priorities. Joe lives in Chicago with his wife and son, where they enjoy making the most of the city together. Outside of work, you can find him playing pickleball or exploring Chicago's parks and restaurant scene.

Education

Bachelor's degree in Financial Planning from Olivet Nazarene University, CFP® certification

Expertise

Budgeting, Retirement Savings Strategies, Debt Management, Home Ownership

Experience

Previously worked at Goldman Sachs, driving accumulation stage clients towards retirement. He has also worked at one of the nation's largest RIA firms and a financial technology startup providing accessible retirement advice to working professionals.