Joseph Toepke

I am a Columbia, MO fee-only financial advisor serving clients locally and across the country. My firm, Harrison Financial Planning, provides comprehensive financial planning and investment management. I use both my technical competency as a Certified Financial Planner™, as well as my training as a Certified Financial Therapist-I™ to help guide my clients through any financial decisions they must make. Background My fascination with finance began before I even stepped foot in kindergarten when I discovered the eighth wonder of the world– compound interest. In 5th grade when asked to draw what I wanted to be when I grew up, I didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, my father purchased me subscriptions to Money Magazine and Kiplinger. Prior to beginning my financial planning career I worked as a mortgage lender while attending graduate school and spent seven years as a commercial lender. As a financial planner, I am able to combine my love of finances and passion for helping individuals into a fulfilling career. In my downtime, I spend time with my husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, my two young sons, William and Alexander, and our dog, Carson. Education University of Missouri: Masters of Business Administration (MBA) Westminster College: Bachelors of Arts in Economics and Business Administration with concentrations in Finance, Management, and Entrepreneurship Certifications CERTIFIED FINANCIAL PLANNER™ Professional Certified Financial Therapist-I™ Professional Community Involvement Mobility Worldwide-Columbia, MO (Past Board President & Current Board Member) Alzheimer’s Association-Greater Missouri (Past Board Member) Heart of Missouri Girls on the Run (Past Board Treasurer) Rotaract of Columbia (Past Board President)

Trek Wealth Planning is for families who want real financial advice, not a sales pitch. We help you answer the big financial questions like: - How soon can I retire? - How much do I need saved before I can clock out for good? - How do I pay less in taxes? - How can I improve my investment returns? - How much can I expect to spend in retirement? We use our expertise, tools, and the latest technology to stress-test your retirement plan, giving you confidence in the best path forward. And we present it to you without all the financial jargon. Ultimately our mission is to provide transparent, personalized financial guidance that empowers you to make informed decisions and achieve your financial goals.