Joe Vahlberg, CFP(R), MBA

Financial Planner

I often get asked the question: Why did you become a financial advisor?  I graduated Oklahoma State University in 2010 with my MBA, and originally became an advisor because I am passionate about helping people and thought the blend of the hard skills (numbers) and soft skills (relationships) was unique.  Over my 7+ years as an advisor, however, it has become so much more.  I am a financial planner today because I want to co-create a vision with clients, based on their values, and develop a process for them that leads to financial freedom.  I get excited about the prospect of building relationships with clients.  Building trust usually takes time; as does building wealth.  Many of you are in this for the long-run – either for you, your business, or your family legacy – and I want to be right there with you every step of the way.

I have an incredible support team at home, and I am so grateful for my wife and kids.  Melissa and I have been married since 2010 and we have two little boys, Carter and Shep.  We are currently in the middle of doing our own planning so that we can responsibly do the things that we wish to do as a family.  One of our top goals is to send our kids to Crossings Christian School.  Like many people, we would like to travel more.  Our family enjoys many hobbies, but probably our most unique one is sailing.  Melissa and I look forward to sharing this hobby with our boys, as we love spending time on the water.  Lastly, in all that we do, we strive to remain debt-free.