About
With over 30 years of experience in the financial and insurance industry, Joe has served multiple roles during the span of his career, ranging from Account Executive and Regional Sales Manager of large national firms to President and Owner of a comprehensive financial services company, where he has grown a large and diverse clientele.
Joe’s focus has been on financial risk management, benefits maximization, and retirement planning. Serving private, public, and corporate sector customers, Joe has focused on an educational and counseling approach to helping his clients. By taking a holistic methodology to financial health, cash flow, and risk management, he has helped his clients plan for their financial future.
Joe has a degree in Finance from the University of Oregon and is a licensed life and health insurance agent in 18 states.