Joe joined Riverview in June 2018 and has over 15 years of experience as a licensed investment advisor and wealth strategist. In his role as Senior Investment Executive, 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 Riverview, 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 markets. During his tenure, Joe has focused on portfolio construction and retirement 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 Riverview allows the team to focus on delivering unmatched service excellence to all our valued clients.
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 earned his B.S. in Psychology from Wright State University and holds FINRA Series 7,63 and 66 Licenses.
Joseph is registered to sell securities only in the states of WA, OR, and HI.
Securities offered through Registered Representative of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Riverview Bancorp, Inc. including its subsidiaries are not affiliated. Not FDIC or any other federal or state deposit guaranteed or insured. May lose value. Not financial institution guaranteed.
900 Washington Street, Suite 100
Vancouver, WA 98660