Joe assists clients with realizing and implementing their financial visions. His expertise include financial planning, retirement planning, investment selection, portfolio construction, and multi-generational estate planning.
Joe holds his Series 7, 66, 31 licenses; as well as life, health, and variable insurance licenses. He completed Bachelors of Science Degrees, with Honors, from both Northern Arizona University and The Netherlands Institute of Tourism and Transport Studies. He also earned an MBA in Finance from ASU’s prestigious WP Carey School of Business in 2013; and more recently in 2016, he obtained the CERTIFIED FINANCIAL PLANNER™ certification. Joe is a well-received public orator. In addition to giving countless investment seminars across the Southwest, Joe is often requested to speak at business luncheons, charitable functions, and retirement seminars statewide.
In his free time, Joe enjoys reading the literary classics, writing poetry, mountain biking Arizona’s trails and fly-fishing the high country streams.
Arizona Insurance License #0G53931