With over 26 years of experience in sophisticated investing and financial consulting, Joe Kolad holds a diverse and strategic role at Paxara Wealth Partners. He has been working alongside Conley since day one, bringing deep institutional knowledge and expertise that has helped shape the practice's investment philosophy and client service approach.
Joe maintains his Series 7 and 66 securities licenses and holds the prestigious Certified Investment Management Analyst® (CIMA®) designation from the Wharton School of Business, along with his Chartered Life Underwriter® (CLU®) designation. This comprehensive credentialing reflects his commitment to excellence across multiple disciplines of wealth management and positions him as a highly knowledgeable resource for the team's clients.
As the team's lead research analyst and portfolio manager, Joe plays a critical role in developing customized investment strategies and creating extensive financial plans to support the complex needs of clients. His analytical rigor and strategic thinking ensure that each portfolio is carefully constructed to align with client goals, risk tolerance, and market conditions. His CLU® designation further allows him to serve as a professional in insurance, long-term care, and annuities, providing comprehensive planning that addresses the full spectrum of clients' financial needs.
Joe earned his degree in Business Administration from Florida Southern College, where he also played collegiate golf, demonstrating the discipline and focus he brings to wealth management. His quarter-century partnership with the team, combined with his advanced credentials and diverse expertise, makes him an essential part of the client experience at Paxara Wealth Partners.
Joe currently resides in Lakeland, Florida, with his wife, Lacy, and their four children. In his free time, he enjoys golfing, fishing, gardening, and spending quality time with his family—living the balanced life that thoughtful financial planning makes possible.