Background
Joe Nicholas is an Associate Advisor with Fortress Financial Group in Rochester, Minnesota. He joined the firm after completing an internship during the summer of 2025 and is passionate about helping individuals and families gain clarity and confidence in their financial lives.
Joe earned his Bachelor of Science in Business Administration in Finance from Drake University and holds the Series 65 registration. While at Drake, he served in multiple leadership roles within his business fraternity, strengthening his communication, leadership, and teamwork skills while preparing for a career in financial planning.
Approach
In his role, Joe supports the advisory team through meeting preparation, client follow-up, financial plan development, and investment research. As he continues to grow in the profession, he enjoys learning from experienced advisors and contributing to a collaborative process designed to help clients make informed financial decisions. Joe enjoys supporting pre-retirees, retirees, and healthcare professionals as they navigate important financial decisions and prepare for the future.
Joe chose a career in wealth management because he believes financial security begins with having a thoughtful plan. He enjoys building relationships with clients and helping them feel more informed and confident about their financial future.
Beyond the office
Outside of work, Joe enjoys golfing, fishing, photography, attending car shows, following motorsports, and spending time outdoors. He also enjoys soccer, tennis, and pickleball and looks forward to becoming involved in the Rochester community.
Start a conversation
Talk through what you’re deciding.
30 minutes. No cost or obligation. Bring your retirement date, pension or Social Security question, or portfolio concern.
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