Joe Michael, QPFC™
Senior Wealth Manager | Vice President of Qualified Plans
As Vice President of Qualified Plans for Rally Wealth and Benefits, Joe is passionate about educating plan sponsors on current market trends, analyzing current plan design, and executing a customized plan to best meet the needs of the organization.
He is committed to retaining vibrant relationships with both plan sponsors and their employees, through consistent communications and personalized meetings.
With nearly twenty years’ retirement planning experience, employees can feel confident their quality individual plan has been customized with their specific retirement needs in mind. He is devoted to helping others plan properly because he understands what challenges arise due to a lack of proper retirement planning.
He graduated from Northwest Missouri State University with a bachelor’s degree in business management and currently holds his Series 6, 7, 63, and 66 registrations and is a Qualified Plan Financial Consultant. (QPFC®)
He spends his free time with his wife and daughter, staying busy with his daughter’s aikido and karate classes. He also enjoys volunteering at his local church and traveling with his family.