Joe joined the team in 2021. With a degree in Economics from The Ohio State University and previous background in financial services, he leads the team’s administrative needs with a focus on new business and client servicing. Joe also serves as the team’s financial plan administrative processor. He is an administrative Registered Representative through Cetera Advisors LLC.
In his free time, Joe enjoys hiking, mountain biking and painting. He lives with his wife Paige and two dogs, Aspen and Alfred.