If anyone knows how a single person can change the course of one’s life, it’s Joe Nicholson. Thirty years ago, a financial professional spotted in Joe the making of another outstanding financial professional. With encouragement, Joe hung up his tool belt (he was a mechanic at the time), and plunged headfirst into a career helping businesses, families, and individuals achieve their financial goals.
Fast-forward to today, and Joe’s greatest joy is helping financial professionals succeed while instilling a passion for helping clients achieve their financial goals. He has a gift for making the complex more easy to understand, which coupled with his deep knowledge of financial strategies, make him an invaluable asset to financial professionals and clients.
Joe holds his Series 6, 63, 65, 7 and 24 and is the past President of the Aurora Chapter of NAIFA. He and his wife of 28 years, Amy, live in Oswego and have two adult children, Drew and Lauren.