Joe Grimm began his career as a Financial Professional in 2010 after graduating from Illinois State University. He later became the Managing Director of MPCG until 2018 when he joined Lakeshore Financial. Dedicated to his craft, Joe believes in delivering the most meaningful and educated strategies to his clients. His main areas of financial focus include Retirement Readiness, Retirement Income Strategies, Estate Planning Strategies, Generational Wealth Transfer, and Cash Value Life Insurance Strategies. He has consistently found that by doing right by your clients you will build Integrity and that by being passionate about how clients are served you are able to stay engaged, accountable, and thorough. Joe and his wife Rose live in Naperville, IL with their three kids and three dogs.
Outside of finance, Joe keeps busy by coaching his kid’s sports, woodworking, and traveling. He is also involved in the Ronald McDonald House Charities and the Lurie Children’s Foundation. Both at work and in everyday life Joe follows the words of Calvin Coolidge, “We cannot do everything at once, but we can do something at once."
Joe is insurance licensed in IL, IN, KY, MA, MN, MI, NC, NH, SC, TX, VA, WA, WI, WY, NY
TC128962(0922)3