Joey is a Financial Advisor with RIZE Wealth Management, where he provides customized advice and guidance to individuals and families navigating the complexities of wealth. Known for his thoughtful and highly personalized approach, Joey builds deep, enduring relationships with his clients, gaining a thorough understanding of their goals, concerns, and long-term aspirations.

Joey has developed expertise in working with business owners and high-net-worth individuals. His experience with a sophisticated clientele allows him to anticipate key decision points and provide informed, strategic guidance. His areas of focus include investment management, wealth transfer, liquidity event planning (pre- and post-), concentrated and restricted stock strategies and estate/ philanthropic planning strategies.

A former U.S. Air Force Officer, Joey brings a disciplined, collaborative approach to his work. He earned his B.S. from the United States Air Force Academy and served in Alaska, Iraq, and the Pentagon before earning his M.B.A. from Columbia Business School. Since transitioning to financial services in 2008, Joey has held roles in Tower Capital Asset Management, J.P. Morgan Private Bank, and Flintlock Capital Asset Management. He joined Merrill in 2016 before bringing his experience to RIZE. Based in Excelsior, Minnesota, Joey is active in the community through his work on the Minnesotans' Military Appreciation Fund Steering Committee. Outside of work, he’s an avid outdoorsman and endurance athlete, having completed over 20 marathons, 4 full Ironman triathlons, and the JFK 50-mile ultramarathon.

Jaxson has a strong background in client relationship management. He began his career at National Corporate Housing, where he worked with major companies like Target, 3M, and Meta, helping clients with their corporate housing needs. This experience developed his passion for providing exceptional customer service and understanding clients’ unique goals, skills he now applies to help individuals achieve their financial objectives.

Originally from Phoenix and raised in Woodbury, Minnesota, Jaxson thrives on building meaningful relationships and delivering exceptional client services. Outside of work, he enjoys golfing, cooking, and watching football as he is an avid Minnesota Vikings fan. A former college basketball player, one of his personal goals includes transitioning from the basketball court to the golf course, where he aims to become a scratch golfer. Jaxson is committed to helping clients reach their financial goals while fostering long-term connections.