Joe joined RTC in June 2018 and has over 10 years of experience as a licensed investment advisor and wealth strategist. In his role as an Investment Executive with Riverview Trust Company, Joe works closely with clients to ensure they have a comprehensive financial plan in place and that their investments will sustain them over their lives and the lives of their heirs.
Originally from the mid-west, Joe moved to SW Washington from Austin TX in 1996. Before joining RTC, Joe became licensed as a registered representative in 2008, and spent much of the last 10 years at a national brokerage firm as a Vice President and Financial Advisor in the Vancouver and Portland area. During his tenure, Joe focused his energy primarily on complex financial issues, including trust and estate planning. Joe acknowledges that highly personalized service and investment expertise is a philosophy he shares with the Riverview team. He feels strongly about a commitment to client satisfaction and loyalty in his role, and the culture at RTC allows the team to focus on delivering unmatched service excellence each and every day.
Prior to his career in financial services, Joe utilized his talents for marketing, sales and development for over 20 years in the private club, resort, and executive conference industry. Working for several international organizations in the industry allowed him to gain invaluable experience delivering highly personalized services to executives and high net-worth clients. Joe also was a successful entrepreneur in his early 20’s, joining his two creative and musically inclined brothers as partner and developer of a high-concept live music venue in his home state of Ohio.
Joe attended Wright State University in Dayton, Ohio, majoring in Psychology and minoring in English. He is married to his high-school sweetheart Karen and together they have two adult daughters who both love living in the Pacific Northwest. Joe and Karen live in Camas with their energetic dachshund, Murphy. Joe enjoys outdoor hikes and adventurous travel to new destinations, listening to music and exploring the ever-changing local restaurant scene. In his spare time, he collects and restores vintage motorcycles.
Joseph is registered to sell securities only in the states of WA, OR, and HI.
Registered Representative Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Riverview Bancorp, Inc. including its subsidiaries are not affiliated.
INVESTMENT AND INSURANCE PRODUCTS ARE NOT FDIC Insured | NOT bank guaranteed | May lose value
900 Washington Street, Suite 900
Vancouver, WA 98660