As a Wealth Manager at Spartan Wealth Management, Joey assists clients with their investment and insurance plans. Joey works with professionals, business owners and high net-worth individuals, advising them on strategies for investment growth and wealth preservation for future generations. He also consults with business owners implementing and bench-marking competitive company 401(k) and health care benefit plans. Joey also develops long-term relationships with his clients to help them with future financial success.
Degrees & Affiliations
- Investment Advisor Representative CRD# 7031258
- B.S. in Business Administration – University of Detroit Mercy
- Licensed in Health, Life, and Variable Insurance and Annuities