A family man, Joe has been focused on his client's financial health and success since 1994, when he started in the industry. He has operated as an independent financial advisor since 1995. In 2003, Joe became a founding member of MoneyWise Planning Group LLC with the aim of providing added value to his clients.
Away from the office, Joe can usually be found at the nearest fishing hole. He is married to Pat since 1989 and lives in Muskego, WI. He boasts two beautiful daughters, Joanne and Michelle.
Joe holds a Masters degree in Business Administration from Cardinal Stritch University and a Bachelors of Arts degree in Sociology and Interpersonal Communications from Marquette.
Joe Roubik's State Licenses:
Securities: AZ, CA, DC, IA, IL, MN, VA, WI
Investment Advisor Representative: CA, DC, IL, MN, VA, WI