Joe grew up on a 4th generation family farm near Rugby, ND. While in college at North Dakota State University (Fargo, ND) he had the privilege of serving as the Student Body President and earned degrees in Business Administration and Accounting.
Civic participation and community engagement have always been important to Joe. Shortly after his graduation from NDSU, Joe was elected to the North Dakota House of Representatives where he spent one term serving on the Education, Political Subdivisions, Agriculture, and other committees. Joe was the youngest Legislator in State history to have served in a leadership role as the House Majority Caucus Chairman (Whip). He also actively serves on boards and volunteers for local organizations such has the NDSU Foundation, NDSU College of Business, Jeremiah Program, BIO Girls, Sts. Anne and Joachim Church, and others.
Joe spent 15 years with startup technology companies in various roles (sales, support, account management, product development and management, etc.) and is listed on several U.S. Patents. In his most recent role, he served as the General Manager of Intelligent Ag, a Fargo based agriculture technology company. He was also actively involved in supporting the Grand Farm project aiming to raise the profile of the Fargo region’s role in the agriculture technology industry. In 2022, after years of tremendous growth in sales and product innovations, Intelligent Ag was successfully acquired by AGCO Corporation, a leading global manufacturer of agriculture equipment and solutions.
Joe brings more than 15 years of civic engagement and business leadership experience to Merrill. He is passionate about deeply understanding clients and their goals. With his unique blend of experience and the incredible teamwork with others in the Nomeland Heilman Group, clients can feel confident that they will receive a comprehensive wealth management relationship.
Joe enjoys traveling with the love of his life, Molly. They have two dogs (Winston and Ruby) who keep them very busy. Joe also enjoys a variety of hobbies such as building and flying RC airplanes, music, lawn care, and woodworking.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
