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Born and raised in Arizona, Joe spent most of his childhood in Sedona. He attended high school at Sedona Red Rock High, and later moved to Flagstaff to continue his education at NAU.
Joe became a part of the team late 2020, coming in as an intern. Since then, he has moved into a full-time position as a paraplanner. Joe has an acute interest in finance and investing, stemming from the fascination of making your money work for you, so you do not have to.
He graduated college with Summa Cum Laude in 2021 with a bachelor’s degree in finance and a certificate in investments. He plans to further his education by studying and completing his certifications to become an advisor in the years to come.
Being from Sedona, Joe gained an appreciation for the outdoors and often likes to go hiking, swimming, and backpacking in various areas across Arizona and in other states. He also enjoys other activities such as fishing, live music, and hammocking.