Joe Lamberson
Founder and Principal
Since 1991 I have been passionate about helping business owners and their families find clarity in their planning. I started my journey on Long Island NY and have been fortunate to partner with the best legacy and succession planning experts in New York, the Bay Area and throughout the Midwest. I am driven to help my clients find solutions to their most pressing needs and concerns.
My wife Mindy and I moved from the Bay Area to Des Moines Iowa in 2005 to be closer to family and to raise our children. Mindy and I currently live in West Des Moines, IA with our beautiful daughters Haley and Sydney. Mindy loves her role in management and sales leadership with Scheel’s, a leading Midwest retailer. Haley is 12 years old and a passionate gymnast. Haley has trained at Chows since 2007 and is currently training to compete Level 8 USAG. Sydney is a gifted dancer and actress and takes jazz and ballet at Chows Dance Studio. I have been blessed to play an active leadership role in the New York, San Francisco and Des Moines communities, having served previously as Rotarian in San Francisco and Rocklin CA. I've also served on the board of directors for The Boys and Girls Club of Central Iowa and as a Cabinet Member for United Way of Central Iowa. I was honored to serve as President of NAIFA Central Iowa in 2013-14 and continue to serve on NAIFA's board of directors. I enjoy spending time with my family, being there for Haley and Sydney as they pursue their passions, playing golf, and connecting others for the greater good
