Joe brings 25 years of experience in the Wealth Management industry, having worked with prestigious firms such as Merrill Lynch, Bank of America, and TIAA-CREF. His extensive background in financial services has equipped him with a deep understanding of wealth management.
Joe graduated from Occidental College and holds FINRA Series 7 and 66 licenses, as well as Life & Health Insurance Licenses.
Outside of his professional life, Joe is a proud family man, married with three children, and a household full of beloved pets: three chihuahuas, a stubborn mini-Dachshund, and a cat named Mouse. Joe is passionate about exploring the world through travel, challenging himself with rock climbing, and practicing Ashtanga Yoga to maintain both physical and mental balance.