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Joe is the founder and CEO of Peak Retirement Planning, Inc., which was named the number 1 fastest growing private company in Columbus, Ohio by Inc 5000 in 2025.
Peak Retirement Planning, Inc. serves "Midwestern Millionaires" across the country with its popular 5 Pillar Approach with a strong tax focus to help clients grow and protect their wealth.
Known as a thought leader in the industry, Joe is featured in Kiplinger and on TV news segments, and is the author of the bestselling books "I Hate Taxes" and "The 2% Club". You may have also seen Joe on YouTube, where he has one of the largest retirement planning channels for those in or near retirement.
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