Get to know my dedicated team
Joe and Travis are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Joe Finnegan
Associate Financial Representative
Joe is a 2022 graduate of the University of Iowa. Joe did an internship with Northwestern Mutual in the summer of 2022, and knew that he had found his calling in the financial planning space. Joe went to Adel Desoto Minburn, and is a wine connoisseur. In fact, Joe hopes to eventually be a master Sommelier! Joe is happy to help clients with any questions they have, and manages everything behind-the-scenes for the firm.