Meet Joe Frederick

I'm a fourth-generation banker, and I've been helping people since 1977. I truly enjoy helping first-time homeowners and serial real estate investors finance efficiently and wisely.

Real estate can be a home, an asset, an investment, or part of a diversified wealth management strategy. As a Chartered Financial Analyst with a graduate degree in business, I can help you with your many options, whatever your goals.  

More About Joe

I first got into real estate investing when I started as a property manager at UW Madison to help pay for school. I've been motorcycling since 1969 and currently have a home town Harley and a Triumph. I'm a bicyclist as well.

A runner since 1977, I've completed many marathons and count Lakefront as my favorite.

Expertise and Specialties

  • B.A., economics
  • Master's degree in business administration
  • Chartered Financial Analyst
  • Graduate School of Banking, Madison, Wisc.
  • Stonier Graduate School of Banking

Community Involvement

  • YMCA group fitness instructor
  • Programming committee member, Chartered Financial Analysts Society of Milwaukee
  • Volunteer and advisory board member, Om Town Yogis
  • Volunteer, Milwaukee Art Museum Yoga at the Museum Program
  • Instructor, Secure Futures Program, providing financial literacy training to Milwaukee Public Schools