Joe Goltermann

Joe Goltermann, CPA, CFP has extensive experience in tax planning, business solutions, wealth management, and investment advising. With a background in finance, Joe has held various positions in esteemed companies such as Creative Planning, RubinBrown LLP, and Goltermann and Associates P.C. Joe also has experience as an Investment Advisor at GJG Capital LLC and as a Research Analyst at Summit Strategies Group.