Joseph Coleman

Joseph (Joey) is a graduate of Madison Area Technical College, where he earned his degree in Business Management. With a strong foundation in business principles and a growing interest in the financial services industry, Joey brings enthusiasm, professionalism, and a client-focused mindset to his role.

Joey provides essential administrative support and assists with day-to-day account maintenance, ensuring a smooth and efficient experience for clients. He is currently preparing for his securities licensing exams, demonstrating his commitment to expanding his knowledge and advancing his career in financial services.

Outside of work and studying, Joey enjoys staying active and spending quality time with friends and family. He’s passionate about fitness, enjoys working out, and is an avid baseball player. Joey lives in Stoughton, Wisconsin.