Joe graduated from the University of Oregon with a major in Business Administration, concentrating in Finance. Shortly after graduating, Joe moved to Portland and began his financial planning career. As an adviser, Joe focuses on educating his clients about their employee benefits, wealth accumulation and retirement income. Joe has experience in both the private and public sector and enjoys helping local educators.
Joe grew up in Yakima, Washington with his parents and one brother. With both of his parents working in Special Education it became a passion of his to volunteer and coach with Oregon Special Olympics. Joe takes great pride in helping others whether it be financially, or volunteering within his community.
In his spare time, Joe enjoys cycling, weightlifting, and spending time with his family.