About the Founder
Joe Paulie, CFS
Owner & Financial Advisor
Joe brings more than 20 years of experience in financial planning, specializing in investment management and personalized financial strategies tailored to each client’s unique goals.
Throughout his career, Joe has remained committed to helping individuals and families build, manage, and protect their wealth. He believes financial planning is about more than numbers — it’s about creating a clear, confident path toward the life you envision, both now and in the future. His approach centers on understanding each client’s priorities and delivering thoughtful, disciplined strategies designed to help them pursue their financial goals with clarity and confidence.
Joe earned his Bachelor of Business Administration degree in Finance from Pittsburg State University. He holds the Series 7, 63, 65, and 24 securities registrations through LPL Financial, as well as the Certified Fund Specialist® designation. In addition, he is licensed in Life and Health Insurance.
Outside of his professional life, Joe is a devoted husband to his wife, Joanne, and a proud father of seven children. He treasures time spent with his family and enjoys being outdoors whenever possible. His dedication to faith, family, and service influences both his personal life and his commitment to the clients he serves.
