Meet Joe
Joe believes there’s always something new to learn, and after more than three decades in healthcare administration, that mindset led him to an entirely new chapter. He joined the team in 2023, bringing his passion for helping others and building meaningful relationships to the financial world.
As Director of Community and Client Engagement, Joe focuses on making every client experience exceptional while helping support the firm’s philanthropic and community efforts. His background includes degrees from the University of Wisconsin–Madison and University of Oregon, along with healthcare management studies at the University of Minnesota.
When he’s not working, Joe is usually on the move, whether that means fitness, sports, the outdoors, or a trip to his favorite place, the Pacific Northwest. At home, he enjoys time with his wife, Jacki, their three children, and dogs Sully and Kenai.