Joe graduated from Western Washington University with a Bachelor of Arts in Accounting and a minor in Business Administration. After college, he worked in the financial services industry gaining in-depth experience in insurance and financial planning before bringing his skillset to TRS.
Joe was born and raised in Washington state and appreciates healthy, active living. In fact, this passion led Joe to pursue his career in financial services with a goal to help clients settle into a stress-free retirement and continue their active lifestyle.
Joe is striving to become a Financial Planner at TRS to fulfill his passion in assisting clients in personal finance, investment advisory services, estate planning and retirement planning.
In his spare time, Joe can be found enjoying various outdoor activities such as hiking, fishing, hunting, and snowboarding. He also enjoys volunteering his time in the community with non-profit organizations such as Habitat for Humanity.