With over 55 years combined experience, we work with each client to formulate a personalized investment plan, assist with implementing the plan, and provide guidance through the following process:
1) Learn and define what is important to each client.
2) Customize strategies to help meet each client’s objectives (generating income or growth, asset allocation,
retirement planning, wealth transfer, college planning, etc.).
3) Evaluate different investment options to pursue these strategies, and make specific recommendations for
which combination of investment options to use.
4) Meet to review objectives, review progress, and make changes accordingly.
Each investor is different. Therefore, each client’s plan and portfolio need to be customized to their particular situation. We believe our value is built on our experience with investments, the financial markets, customized wealth planning, and retirement income planning. We are committed to providing the highest level of service and professional integrity as we build a long term relationship designed to help achieve what is important to each of our clients.
Joe draws on 28 years of experience in the Financial Services Industry to provide an investment planning process customized to help clients achieve what is important to them. As President of the Froehle Wealth Management Group, Joe is the chief investment strategist and he directs all asset allocation strategies and investment selections.
Joe helps clients develop a customized investment plan, manage their investments to align with their plan, and navigate through critical financial events that occur throughout their lives. Joe focuses on delivering a high level of service and prioritizes achieving what is important to each individual client as the sole purpose of any advice.
Background and experience
Joe earned a Bachelor of Arts Degree in 1993 from Drury University with majors in Finance and Economics and also served as President of the Student Body. In 1997, Joe earned his Masters of Business Administration Degree, with a Finance Emphasis from Saint Louis University.
Joe began his career in 1993 in Corporate Banking and Commercial Lending first with Mercantile Bank in St. Louis, MO. He later returned to Springfield, MO as Vice President with Commerce Bank. In year 2000, Joe transitioned his career to taking a holistic approach focusing on all aspects of client financial needs by joining Smith Barney as Financial Advisor. In 2009, Joe moved his practice and clients from Smith Barney to Wells Fargo Advisors.
Joe also has the Series 7, 63, and 65 registrations, and Life Insurance licenses.
Away from the office
Joe and his wife Christine live in Springfield, MO and have two daughters, Hannah and Mia, who are the joy of their lives. Joe also has a passion for golf, which he pursues as a member of Hickory Hills Country Club. Joe has been active in the Springfield community having served as Chairman of the Board of Directors for the Springfield Workshop, Inc., President of the Drury University Alumni Association, and Board Member of the ARC of the Ozarks Foundation.
AR Lic. # 4791733
CA Lic. # OD30996
Resident State: MO
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