Since joining Chaffee & Associates in 2022, Joey has become an integral part of our team, bringing energy and insight to every project. What started as a college internship grew into a full-time role, where he leverages his experience in data analytics to create long-term financial projections and optimize client portfolios. His knack for distilling complex information helps our clients plan confidently for the future.
Joey is passionate about making estate planning approachable and clear. He thrives on working closely with clients, guiding them through the intricacies of their financial plans with patience and clarity to ensure they feel empowered in their decisions.
Outside the office, Joey is always on the move—whether he’s snowboarding down a mountain, teeing off on the golf course, or casting a line at the lake. His love for adventure, hunting, and fishing keeps him grounded and energized, ready to bring that same enthusiasm to serving our clients.
Accreditations
- Bachelor’s degree in Finance and Data Analytics from the University of St. Thomas
- FINRA Series 7 and 66 Securities registrations
- Minnesota and Wisconsin life and health insurance licenses
- Pursuing CFP (Certified Financial Planner) certification