More About Me

Committed to Excellence

Joe has been working in the financial services industry since 2010. During this time, Joe has continued to be a student of financial planning.  He feels that it is important to continue to stay educated to truly excel as an advisor. During his years in the financial industry, he has found that it is critical to put the interest of his clients above all. As a Certified Financial Planner, Joe employs a holistic approach to financial services to help clients pursue their individual goals. 

In his time off, Joe enjoys spending time with his family and any activity that produces adrenaline: including dirt biking, boating on the lake, and working on his 1959 Chevy Apache pickup. His wife and kids enjoy being along for the ride. 

Education:

  • Utah State University, BS - Finance and Economics

    • Minor in Accounting with an emphasis in Financial Planning

    • President- Financial Planning Student Association, 2005-2006

Licenses and Designations:

  • FINRA Licenses held with LPL Financial: Series 7, 63 and 65

  • CERTIFIED FINANCIAL PLANNER™ Professional

509-888-1556

832 Valley Mall Pkwy Ste B
East Wenatchee, WA 98802

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