About
With over 25 years of experience in the financial and
the 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 in the areas of 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 27 states.